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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,366 |
TIAA6 years Service code 37 · EIN 13-1624203 | Loan Processing | $175 |
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 | $131,185 | $91,424+43.5% | $135,942-3.5% | $71,495+83.5% |
| Participation rate | 89.4% | 75.7%+13.8pp | 81.9%+7.5pp | 67.9%+21.5pp |
| Annual return | 20.37% | 29.90%-9.5pp | 68.28%-47.9pp | 28.85%-8.5pp |
| Employer contribution / active EE | $7,135 | $3,704+92.6% | $4,858+46.9% | $2,589+175.6% |
| Participant deferral / active EE | $9,257 | $7,092+30.5% | $7,759+19.3% | $4,291+115.7% |
| Admin fee / account holder | $10 | $1,266-99.2% | $10,764-99.9% | $1,588-99.4% |