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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,710 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,060 | $60,165-25.1% | $74,184-39.3% | $55,167-18.3% |
| Participation rate | 88.6% | 74.2%+14.4pp | 76.6%+12.0pp | 69.0%+19.6pp |
| Annual return | 5.29% | 10.00%-4.7pp | 17.74%-12.4pp | 169.23%-163.9pp |
| Employer contribution / active EE | $1,843 | $1,600+15.2% | $2,370-22.3% | $1,963-6.1% |
| Participant deferral / active EE | $3,591 | $2,973+20.8% | $3,550+1.2% | $3,054+17.6% |
| Admin fee / account holder | $49 | $419-88.3% | $5,586-99.1% | $504-90.2% |