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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,370 |
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 | $87,431 | $176,471-50.5% | $95,964-8.9% | $90,274-3.1% |
| Participation rate | 95.7% | 86.6%+9.1pp | 77.1%+18.6pp | 73.4%+22.3pp |
| Annual return | 40.06% | 20.15%+19.9pp | 91.64%-51.6pp | 53.97%-13.9pp |
| Employer contribution / active EE | $1,987 | $2,783-28.6% | $2,541-21.8% | $2,523-21.3% |
| Participant deferral / active EE | $3,866 | $5,325-27.4% | $4,167-7.2% | $4,231-8.6% |
| Admin fee / account holder | $24 | $154-84.2% | $6,797-99.6% | $114-78.6% |