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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,500 |
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 | $66,797 | $78,423-14.8% | $95,964-30.4% | $79,856-16.4% |
| Participation rate | 85.1% | 73.5%+11.6pp | 77.1%+8.0pp | 69.6%+15.4pp |
| Annual return | -3.24% | 19.37%-22.6pp | 91.64%-94.9pp | 31.71%-35.0pp |
| Employer contribution / active EE | $1,415 | $1,945-27.3% | $2,541-44.3% | $2,471-42.7% |
| Participant deferral / active EE | $6,993 | $3,440+103.3% | $4,167+67.8% | $3,741+86.9% |
| Admin fee / account holder | $23 | $5,622-99.6% | $6,797-99.7% | $5,306-99.6% |