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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,247 |
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 | $101,882 | $89,652+13.6% | $141,177-27.8% | $65,185+56.3% |
| Participation rate | 85.0% | 74.7%+10.3pp | 82.5%+2.5pp | 70.2%+14.8pp |
| Annual return | 23.36% | 32.79%-9.4pp | 71.40%-48.0pp | 29.38%-6.0pp |
| Employer contribution / active EE | $6,004 | $3,065+95.9% | $4,736+26.8% | $2,177+175.8% |
| Participant deferral / active EE | $6,507 | $5,691+14.3% | $6,710-3.0% | $3,514+85.2% |
| Admin fee / account holder | $8 | $569-98.5% | $10,263-99.9% | $847-99.0% |