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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,646 |
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 | $197,865 | $89,652+120.7% | $141,191+40.1% | $65,185+203.5% |
| Participation rate | 94.9% | 74.7%+20.2pp | 82.5%+12.4pp | 70.2%+24.7pp |
| Annual return | 21.48% | 32.79%-11.3pp | 71.41%-49.9pp | 29.38%-7.9pp |
| Employer contribution / active EE | $7,516 | $3,065+145.2% | $4,736+58.7% | $2,177+245.3% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $8 | $569-98.5% | $10,264-99.9% | $847-99.0% |