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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$13,352 |
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 | $48,577 | $37,196+30.6% | $154,108-68.5% | $55,725-12.8% |
| Participation rate | 72.9% | 64.1%+8.8pp | 83.0%-10.1pp | 70.9%+2.0pp |
| Annual return | -4.31% | 1319.68%-1324.0pp | 735.21%-739.5pp | 244.93%-249.2pp |
| Employer contribution / active EE | $922 | $1,614-42.9% | $5,298-82.6% | $2,078-55.7% |
| Participant deferral / active EE | $3,140 | $2,068+51.8% | $5,081-38.2% | $3,356-6.4% |
| Admin fee / account holder | $6 | $102-94.0% | $13,411-100.0% | $115-94.7% |