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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,356 |
Employer contribution per participant 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 | $103,312 | $66,813+54.6% | $100,528+2.8% | $73,493+40.6% |
| Participation rate | 79.1% | 77.5%+1.7pp | 79.4%-0.3pp | 70.7%+8.5pp |
| Annual return | 17.28% | 25.70%-8.4pp | 30.90%-13.6pp | 28.51%-11.2pp |
| Employer contribution / active EE | $206 | $2,147-90.4% | $3,419-94.0% | $2,270-90.9% |
| Participant deferral / active EE | $6,243 | $5,883+6.1% | $6,271-0.4% | $3,740+66.9% |
| Admin fee / account holder | $27 | $512-94.6% | $8,084-99.7% | $513-94.6% |