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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,544 |
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 | $112,922 | $53,412+111.4% | $68,509+64.8% | $52,331+115.8% |
| Participation rate | 61.8% | 71.7%-9.8pp | 74.7%-12.9pp | 68.1%-6.3pp |
| Annual return | 1.86% | 3.42%-1.6pp | 8.27%-6.4pp | 4.54%-2.7pp |
| Employer contribution / active EE | $684 | $1,607-57.4% | $2,278-70.0% | $1,882-63.6% |
| Participant deferral / active EE | $2,952 | $2,688+9.8% | $3,382-12.7% | $3,022-2.3% |
| Admin fee / account holder | $23 | $461-95.0% | $5,275-99.6% | $592-96.1% |