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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,031 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $63,642 | $70,002-9.1% | $115,038-44.7% | $52,331+21.6% |
| Participation rate | 68.9% | 72.1%-3.2pp | 81.4%-12.5pp | 68.1%+0.8pp |
| Annual return | 1.97% | 4.04%-2.1pp | 26.14%-24.2pp | 4.54%-2.6pp |
| Employer contribution / active EE | $1,804 | $2,715-33.5% | $4,608-60.8% | $1,882-4.1% |
| Participant deferral / active EE | $4,373 | $4,920-11.1% | $6,026-27.4% | $3,022+44.7% |
| Admin fee / account holder | $9 | $566-98.5% | $8,175-99.9% | $592-98.6% |