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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,743 |
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 | $56,331 | $46,173+22.0% | $170,435-66.9% | $69,631-19.1% |
| Participation rate | 71.7% | 63.9%+7.8pp | 83.6%-11.9pp | 70.7%+1.0pp |
| Annual return | 16.88% | 21.62%-4.7pp | 205.94%-189.1pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $769 | $1,610-52.2% | $5,432-85.8% | $2,032-62.2% |
| Participant deferral / active EE | $2,827 | $2,080+35.9% | $4,939-42.8% | $3,224-12.3% |
| Admin fee / account holder | $3 | $116-97.6% | $13,881-100.0% | $110-97.4% |