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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 20-4751585 | Consulting | $8,218 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,781 |
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 | $180,469 | $73,102+146.9% | $123,553+46.1% | $56,289+220.6% |
| Participation rate | 94.7% | 74.3%+20.3pp | 82.3%+12.4pp | 69.9%+24.8pp |
| Annual return | -3.75% | 3.01%-6.8pp | 119.21%-123.0pp | -9.96%+6.2pp |
| Employer contribution / active EE | $942 | $2,977-68.3% | $4,628-79.6% | $2,111-55.4% |
| Participant deferral / active EE | $11,081 | $5,423+104.3% | $6,426+72.4% | $3,350+230.8% |
| Admin fee / account holder | $41 | $554-92.5% | $9,284-99.6% | $521-92.1% |