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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,438 |
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 | $47,820 | $40,522+18.0% | $84,628-43.5% | $67,579-29.2% |
| Participation rate | 76.3% | 51.1%+25.2pp | 68.2%+8.1pp | 71.3%+5.0pp |
| Annual return | 26.01% | 32.72%-6.7pp | 258.80%-232.8pp | 378.56%-352.5pp |
| Employer contribution / active EE | $609 | $1,146-46.9% | $2,653-77.1% | $2,148-71.7% |
| Participant deferral / active EE | $3,377 | $2,132+58.4% | $3,900-13.4% | $3,539-4.6% |
| Admin fee / account holder | $17 | $145-88.2% | $4,914-99.6% | $142-87.9% |