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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $975 |
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 | $59,432 | $52,967+12.2% | $172,753-65.6% | $65,186-8.8% |
| Participation rate | 83.5% | 66.2%+17.3pp | 82.6%+0.8pp | 70.2%+13.3pp |
| Annual return | 23.19% | 30.12%-6.9pp | 803.00%-779.8pp | 29.39%-6.2pp |
| Employer contribution / active EE | $2,288 | $2,190+4.5% | $5,144-55.5% | $2,177+5.1% |
| Participant deferral / active EE | $4,223 | $2,471+70.9% | $5,198-18.7% | $3,514+20.2% |
| Admin fee / account holder | $7 | $472-98.4% | $13,956-99.9% | $847-99.1% |