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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,388 |
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 | $148,789 | $63,314+135.0% | $91,004+63.5% | $62,293+138.9% |
| Participation rate | 69.2% | 73.3%-4.2pp | 75.6%-6.4pp | 69.5%-0.3pp |
| Annual return | 18.39% | 21.00%-2.6pp | 4.60%+13.8pp | 28.90%-10.5pp |
| Employer contribution / active EE | $1,076 | $1,807-40.4% | $2,456-56.2% | $2,042-47.3% |
| Participant deferral / active EE | $4,023 | $2,944+36.7% | $3,548+13.4% | $3,169+27.0% |
| Admin fee / account holder | $53 | $468-88.6% | $5,417-99.0% | $479-88.9% |