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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,106 |
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 | $120,320 | $77,677+54.9% | $109,173+10.2% | $79,391+51.6% |
| Participation rate | 93.9% | 67.8%+26.1pp | 75.9%+18.0pp | 70.7%+23.2pp |
| Annual return | 35.97% | 23.44%+12.5pp | 25.75%+10.2pp | 116.88%-80.9pp |
| Employer contribution / active EE | $2,405 | $2,798-14.1% | $3,723-35.4% | $2,428-0.9% |
| Participant deferral / active EE | $6,235 | $3,517+77.3% | $4,654+34.0% | $4,046+54.1% |
| Admin fee / account holder | $14 | $732-98.1% | $6,755-99.8% | $627-97.8% |