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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,044 |
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 | $21,544 | $73,404-70.7% | $87,104-75.3% | $67,579-68.1% |
| Participation rate | 90.2% | 80.9%+9.3pp | 76.9%+13.3pp | 71.3%+18.9pp |
| Annual return | 31.56% | 48.29%-16.7pp | 28.19%+3.4pp | 378.56%-347.0pp |
| Employer contribution / active EE | $888 | $2,014-55.9% | $2,521-64.8% | $2,148-58.7% |
| Participant deferral / active EE | $3,014 | $3,913-23.0% | $4,048-25.6% | $3,539-14.9% |
| Admin fee / account holder | $11 | $142-92.4% | $7,491-99.9% | $142-92.5% |