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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,106 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $96,009 | $50,666+89.5% | $76,667+25.2% | $65,186+47.3% |
| Participation rate | 60.7% | 68.8%-8.1pp | 72.1%-11.4pp | 70.2%-9.5pp |
| Annual return | 26.87% | 28.51%-1.6pp | 1166.74%-1139.9pp | 29.39%-2.5pp |
| Employer contribution / active EE | $1,279 | $1,575-18.8% | $2,303-44.5% | $2,177-41.2% |
| Participant deferral / active EE | $4,765 | $2,647+80.0% | $3,336+42.8% | $3,514+35.6% |
| Admin fee / account holder | $133 | $463-71.3% | $6,423-97.9% | $847-84.3% |