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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,367 |
Employer contribution per participant 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 | $115,711 | $88,324+31.0% | $115,038+0.6% | $55,191+109.7% |
| Participation rate | 86.6% | 72.5%+14.1pp | 81.4%+5.2pp | 69.2%+17.4pp |
| Annual return | 2.70% | 6.30%-3.6pp | 26.14%-23.4pp | 10.78%-8.1pp |
| Employer contribution / active EE | $14 | $2,805-99.5% | $4,608-99.7% | $1,899-99.3% |
| Participant deferral / active EE | $10,254 | $5,042+103.4% | $6,026+70.1% | $3,046+236.6% |
| Admin fee / account holder | $5 | $105-95.5% | $8,175-99.9% | $91-94.8% |