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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,550 |
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 | $60,918 | $69,231-12.0% | $91,994-33.8% | $67,579-9.9% |
| Participation rate | 78.6% | 78.9%-0.3pp | 78.6%0pp | 71.3%+7.3pp |
| Annual return | 31.80% | 32.03%-0.2pp | 69.03%-37.2pp | 378.56%-346.8pp |
| Employer contribution / active EE | $436 | $2,284-80.9% | $3,452-87.4% | $2,148-79.7% |
| Participant deferral / active EE | $8,440 | $5,854+44.2% | $5,923+42.5% | $3,539+138.5% |
| Admin fee / account holder | $7 | $107-93.9% | $7,743-99.9% | $142-95.4% |