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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,327 |
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 | $165,350 | $55,453+198.2% | $170,435-3.0% | $62,293+165.4% |
| Participation rate | 98.7% | 66.4%+32.3pp | 83.6%+15.1pp | 69.5%+29.2pp |
| Annual return | 17.70% | 21.38%-3.7pp | 205.94%-188.2pp | 28.90%-11.2pp |
| Employer contribution / active EE | $7,595 | $2,164+251.0% | $5,432+39.8% | $2,042+271.9% |
| Participant deferral / active EE | $4,726 | $2,303+105.2% | $4,939-4.3% | $3,169+49.1% |
| Admin fee / account holder | $88 | $455-80.8% | $13,881-99.4% | $479-81.7% |