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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $725 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $67,617 | $155,795-56.6% | $136,298-50.4% | $69,634-2.9% |
| Participation rate | 98.0% | 75.2%+22.8pp | 81.9%+16.1pp | 70.7%+27.3pp |
| Annual return | 2153.09% | 232464.33%-230311.2pp | 5156.27%-3003.2pp | 27572.26%-25419.2pp |
| Employer contribution / active EE | $5,319 | $2,991+77.8% | $4,696+13.3% | $2,032+161.7% |
| Participant deferral / active EE | $9,370 | $5,394+73.7% | $6,247+50.0% | $3,224+190.7% |
| Admin fee / account holder | $2 | $128-98.6% | $9,244-100.0% | $110-98.4% |