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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,581 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,511 | $86,341-67.0% | $125,195-77.2% | $65,186-56.3% |
| Participation rate | 87.2% | 75.3%+11.9pp | 79.8%+7.4pp | 70.2%+17.0pp |
| Annual return | 21.96% | 27.44%-5.5pp | 43.79%-21.8pp | 29.39%-7.4pp |
| Employer contribution / active EE | $1,452 | $2,040-28.8% | $3,866-62.4% | $2,177-33.3% |
| Participant deferral / active EE | $4,959 | $3,538+40.2% | $4,937+0.4% | $3,514+41.1% |
| Admin fee / account holder | $47 | $609-92.2% | $9,704-99.5% | $847-94.4% |