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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,131 |
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 | $87,659 | $73,102+19.9% | $123,553-29.1% | $56,289+55.7% |
| Participation rate | 69.9% | 74.3%-4.5pp | 82.3%-12.4pp | 69.9%0pp |
| Annual return | -4.73% | 3.01%-7.7pp | 119.21%-123.9pp | -9.96%+5.2pp |
| Employer contribution / active EE | $2,210 | $2,977-25.8% | $4,628-52.2% | $2,111+4.7% |
| Participant deferral / active EE | $5,675 | $5,423+4.7% | $6,426-11.7% | $3,350+69.4% |
| Admin fee / account holder | $25 | $554-95.4% | $9,284-99.7% | $521-95.2% |