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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$15,339 |
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 | $97,810 | $47,977+103.9% | $154,108-36.5% | $56,289+73.8% |
| Participation rate | 95.4% | 66.2%+29.2pp | 83.0%+12.3pp | 69.9%+25.5pp |
| Annual return | -5.73% | 3.54%-9.3pp | 735.21%-740.9pp | -9.96%+4.2pp |
| Employer contribution / active EE | $3,753 | $2,169+73.0% | $5,298-29.2% | $2,111+77.8% |
| Participant deferral / active EE | $5,509 | $2,392+130.3% | $5,081+8.4% | $3,350+64.5% |
| Admin fee / account holder | $41 | $438-90.6% | $13,411-99.7% | $521-92.1% |