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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $50 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $243,263 | $70,002+247.5% | $115,037+111.5% | $52,331+364.9% |
| Participation rate | 83.0% | 72.1%+10.9pp | 81.4%+1.6pp | 68.1%+14.9pp |
| Annual return | -0.29% | 4.04%-4.3pp | 26.14%-26.4pp | 4.54%-4.8pp |
| Employer contribution / active EE | $21,588 | $2,715+695.2% | $4,608+368.5% | $1,882+1047.2% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $14 | $566-97.6% | $8,175-99.8% | $592-97.7% |