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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $14,337 |
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 | $13,453 | $46,072-70.8% | $69,779-80.7% | $55,167-75.6% |
| Participation rate | 94.8% | 67.5%+27.4pp | 71.8%+23.0pp | 69.0%+25.8pp |
| Annual return | 21.95% | 8.68%+13.3pp | 12.99%+9.0pp | 169.23%-147.3pp |
| Employer contribution / active EE | $963 | $1,500-35.8% | $2,338-58.8% | $1,963-51.0% |
| Participant deferral / active EE | $2,719 | $2,344+16.0% | $2,931-7.2% | $3,054-11.0% |
| Admin fee / account holder | $16 | $428-96.2% | $4,381-99.6% | $504-96.7% |