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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,325 |
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 | $99,253 | $46,732+112.4% | $156,551-36.6% | $55,167+79.9% |
| Participation rate | 95.6% | 65.8%+29.8pp | 84.0%+11.6pp | 69.0%+26.6pp |
| Annual return | 8.28% | 17.72%-9.4pp | 32.23%-24.0pp | 169.23%-161.0pp |
| Employer contribution / active EE | $4,747 | $2,105+125.5% | $5,501-13.7% | $1,963+141.9% |
| Participant deferral / active EE | $5,255 | $2,204+138.4% | $4,871+7.9% | $3,054+72.1% |
| Admin fee / account holder | $13 | $418-96.9% | $13,028-99.9% | $504-97.4% |