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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,787 |
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 | $119,237 | $54,590+118.4% | $81,726+45.9% | $73,497+62.2% |
| Participation rate | 58.4% | 68.3%-9.9pp | 72.0%-13.6pp | 70.7%-12.3pp |
| Annual return | 22.99% | 17.74%+5.3pp | 29.49%-6.5pp | 28.51%-5.5pp |
| Employer contribution / active EE | $1,203 | $1,636-26.4% | $4,311-72.1% | $2,270-47.0% |
| Participant deferral / active EE | $4,773 | $2,759+73.0% | $7,108-32.9% | $3,740+27.6% |
| Admin fee / account holder | $161 | $592-72.7% | $5,160-96.9% | $513-68.5% |