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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,500 |
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 | $172,285 | $70,667+143.8% | $123,105+39.9% | $52,331+229.2% |
| Participation rate | 96.1% | 83.7%+12.3pp | 86.8%+9.3pp | 68.1%+27.9pp |
| Annual return | 2.00% | 6.23%-4.2pp | 13.22%-11.2pp | 4.54%-2.5pp |
| Employer contribution / active EE | $6,217 | $2,946+111.1% | $5,151+20.7% | $1,882+230.4% |
| Participant deferral / active EE | $12,162 | $4,493+170.7% | $6,229+95.2% | $3,022+302.4% |
| Admin fee / account holder | $16 | $506-96.8% | $9,014-99.8% | $592-97.3% |