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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $838 |
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 | $208,659 | $89,367+133.5% | $141,191+47.8% | $72,975+185.9% |
| Participation rate | 84.9% | 75.1%+9.8pp | 82.5%+2.5pp | 69.5%+15.4pp |
| Annual return | 27.92% | 111.87%-83.9pp | 71.41%-43.5pp | 81.01%-53.1pp |
| Employer contribution / active EE | $3,296 | $3,115+5.8% | $4,736-30.4% | $2,440+35.1% |
| Participant deferral / active EE | $12,316 | $5,419+127.3% | $6,710+83.5% | $3,608+241.4% |
| Admin fee / account holder | $9 | $5,957-99.9% | $10,264-99.9% | $5,124-99.8% |