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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,974 |
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 | $220,401 | $89,739+145.6% | $149,721+47.2% | $62,293+253.8% |
| Participation rate | 99.4% | 85.1%+14.3pp | 87.1%+12.3pp | 69.5%+29.9pp |
| Annual return | 24.94% | 21.01%+3.9pp | 1501.67%-1476.7pp | 28.90%-4.0pp |
| Employer contribution / active EE | $6,392 | $3,233+97.7% | $5,444+17.4% | $2,042+213.0% |
| Participant deferral / active EE | $12,936 | $4,797+169.7% | $6,568+96.9% | $3,169+308.2% |
| Admin fee / account holder | $29 | $551-94.7% | $11,282-99.7% | $479-93.9% |