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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,050 |
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 | $95,446 | $89,652+6.5% | $141,191-32.4% | $65,185+46.4% |
| Participation rate | 60.2% | 74.7%-14.5pp | 82.5%-22.3pp | 70.2%-10.0pp |
| Annual return | 24.19% | 32.79%-8.6pp | 71.41%-47.2pp | 29.38%-5.2pp |
| Employer contribution / active EE | $2,830 | $3,065-7.6% | $4,736-40.2% | $2,177+30.0% |
| Participant deferral / active EE | $7,553 | $5,691+32.7% | $6,710+12.6% | $3,514+114.9% |
| Admin fee / account holder | $8 | $569-98.5% | $10,264-99.9% | $847-99.0% |