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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $863 |
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 | $34,316 | $46,360-26.0% | $147,617-76.8% | $52,331-34.4% |
| Participation rate | 96.1% | 64.9%+31.2pp | 84.6%+11.5pp | 68.1%+28.0pp |
| Annual return | -0.74% | 1.62%-2.4pp | 61.98%-62.7pp | 4.54%-5.3pp |
| Employer contribution / active EE | $777 | $2,126-63.5% | $5,564-86.0% | $1,882-58.7% |
| Participant deferral / active EE | $2,320 | $2,258+2.8% | $4,895-52.6% | $3,022-23.2% |
| Admin fee / account holder | $4 | $766-99.4% | $11,612-100.0% | $592-99.3% |