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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,350 |
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 | $134,572 | $52,961+154.1% | $172,752-22.1% | $65,185+106.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 21.71% | 30.12%-8.4pp | 802.97%-781.3pp | 29.38%-7.7pp |
| Employer contribution / active EE | $4,447 | $2,190+103.0% | $5,144-13.6% | $2,177+104.3% |
| Participant deferral / active EE | $4,052 | $2,471+64.0% | $5,198-22.0% | $3,514+15.3% |
| Admin fee / account holder | $22 | $472-95.4% | $13,955-99.8% | $847-97.4% |