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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,908 |
TIAA5 years Service code 37 · EIN 13-1624203 | Loan Processing | $400 |
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 | $115,852 | $84,482+37.1% | $125,363-7.6% | $66,930+73.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -17.48% | -8.49%-9.0pp | 572.15%-589.6pp | 1.57%-19.1pp |
| Employer contribution / active EE | $7,548 | $3,553+112.5% | $4,815+56.8% | $2,545+196.6% |
| Participant deferral / active EE | $8,993 | $6,782+32.6% | $7,447+20.8% | $4,238+112.2% |
| Admin fee / account holder | $10 | $685-98.5% | $10,005-99.9% | $593-98.3% |