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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,655 |
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 | $127,541 | $72,177+76.7% | $115,038+10.9% | $59,633+113.9% |
| Participation rate | 94.2% | 72.6%+21.7pp | 81.4%+12.8pp | 68.7%+25.5pp |
| Annual return | 1.93% | 12.02%-10.1pp | 26.14%-24.2pp | 2041.45%-2039.5pp |
| Employer contribution / active EE | $3,131 | $2,841+10.2% | $4,608-32.0% | $2,203+42.2% |
| Participant deferral / active EE | $11,347 | $4,783+137.2% | $6,026+88.3% | $3,192+255.5% |
| Admin fee / account holder | $23 | $4,927-99.5% | $8,175-99.7% | $4,297-99.5% |