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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,475 |
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 | $105,472 | $55,453+90.2% | $170,435-38.1% | $62,293+69.3% |
| Participation rate | 97.7% | 66.4%+31.4pp | 83.6%+14.1pp | 69.5%+28.2pp |
| Annual return | 18.94% | 21.38%-2.4pp | 205.94%-187.0pp | 28.90%-10.0pp |
| Employer contribution / active EE | $4,146 | $2,164+91.6% | $5,432-23.7% | $2,042+103.0% |
| Participant deferral / active EE | $5,096 | $2,303+121.3% | $4,939+3.2% | $3,169+60.8% |
| Admin fee / account holder | $12 | $455-97.4% | $13,881-99.9% | $479-97.5% |