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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,388 |
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 | $69,270 | $88,324-21.6% | $115,038-39.8% | $55,191+25.5% |
| Participation rate | 97.8% | 72.5%+25.3pp | 81.4%+16.4pp | 69.2%+28.6pp |
| Annual return | -0.33% | 6.30%-6.6pp | 26.14%-26.5pp | 10.78%-11.1pp |
| Employer contribution / active EE | $6,526 | $2,805+132.7% | $4,608+41.6% | $1,899+243.7% |
| Participant deferral / active EE | $9,459 | $5,042+87.6% | $6,026+57.0% | $3,046+210.5% |
| Admin fee / account holder | $2 | $105-98.5% | $8,175-100.0% | $91-98.3% |