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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,606 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,171 | $54,541+261.5% | $78,778+150.3% | $70,131+181.1% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 10.87% | 21.07%-10.2pp | 35.62%-24.8pp | 73.14%-62.3pp |
| Employer contribution / active EE | $3,412 | $1,089+213.4% | $1,986+71.8% | $2,342+45.6% |
| Participant deferral / active EE | $4,778 | $2,210+116.2% | $2,958+61.5% | $3,332+43.4% |
| Admin fee / account holder | $73 | $3,709-98.0% | $5,134-98.6% | $4,645-98.4% |