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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,350 |
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 | $86,934 | $46,360+87.5% | $147,617-41.1% | $52,331+66.1% |
| Participation rate | 94.4% | 64.9%+29.4pp | 84.6%+9.7pp | 68.1%+26.3pp |
| Annual return | 0.33% | 1.62%-1.3pp | 61.98%-61.6pp | 4.54%-4.2pp |
| Employer contribution / active EE | $5,282 | $2,126+148.4% | $5,564-5.1% | $1,882+180.7% |
| Participant deferral / active EE | $5,684 | $2,258+151.8% | $4,895+16.1% | $3,022+88.1% |
| Admin fee / account holder | $8 | $766-99.0% | $11,612-99.9% | $592-98.7% |