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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,486 |
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 | $170,500 | $85,766+98.8% | $136,298+25.1% | $70,126+143.1% |
| Participation rate | 94.1% | 74.2%+20.0pp | 81.9%+12.2pp | 69.5%+24.6pp |
| Annual return | 22.38% | 31.46%-9.1pp | 5156.27%-5133.9pp | 73.15%-50.8pp |
| Employer contribution / active EE | $3,281 | $2,966+10.6% | $4,696-30.1% | $2,343+40.1% |
| Participant deferral / active EE | $11,995 | $5,051+137.5% | $6,247+92.0% | $3,332+260.0% |
| Admin fee / account holder | $13 | $5,421-99.8% | $9,244-99.9% | $4,645-99.7% |