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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $744 |
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 | $157,795 | $77,816+102.8% | $123,552+27.7% | $64,173+145.9% |
| Participation rate | 94.1% | 74.7%+19.4pp | 82.3%+11.8pp | 69.6%+24.5pp |
| Annual return | -5.88% | 12.49%-18.4pp | 119.20%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $3,506 | $3,014+16.3% | $4,628-24.2% | $2,381+47.3% |
| Participant deferral / active EE | $13,009 | $5,240+148.3% | $6,426+102.5% | $3,470+274.9% |
| Admin fee / account holder | $7 | $5,519-99.9% | $9,285-99.9% | $4,887-99.9% |