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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $656 |
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 | $73,958 | $47,977+54.2% | $154,111-52.0% | $56,287+31.4% |
| Participation rate | 72.6% | 66.2%+6.5pp | 83.0%-10.4pp | 69.9%+2.8pp |
| Annual return | 9.38% | 3.54%+5.8pp | 735.18%-725.8pp | -9.96%+19.3pp |
| Employer contribution / active EE | $1,895 | $2,169-12.6% | $5,298-64.2% | $2,111-10.2% |
| Participant deferral / active EE | $3,563 | $2,392+49.0% | $5,081-29.9% | $3,350+6.4% |
| Admin fee / account holder | $7 | $438-98.5% | $13,411-100.0% | $521-98.7% |