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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,813 |
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 | $3,814 | $39,458-90.3% | $60,547-93.7% | $55,191-93.1% |
| Participation rate | 86.3% | 59.6%+26.7pp | 68.0%+18.3pp | 69.2%+17.1pp |
| Annual return | 14.89% | 3.35%+11.5pp | 335.64%-320.8pp | 10.78%+4.1pp |
| Employer contribution / active EE | $766 | $1,210-36.7% | $2,419-68.3% | $1,899-59.7% |
| Participant deferral / active EE | $1,081 | $2,140-49.5% | $3,328-67.5% | $3,046-64.5% |
| Admin fee / account holder | $16 | $95-83.2% | $4,536-99.6% | $91-82.4% |