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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,575 |
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 | $102,202 | $65,118+56.9% | $76,767+33.1% | $55,725+83.4% |
| Participation rate | 96.1% | 79.6%+16.5pp | 77.0%+19.1pp | 70.9%+25.3pp |
| Annual return | -4.33% | -1.27%-3.1pp | 2.43%-6.8pp | 244.93%-249.3pp |
| Employer contribution / active EE | $6,610 | $1,941+240.6% | $2,485+166.0% | $2,078+218.1% |
| Participant deferral / active EE | $12,518 | $3,688+239.4% | $3,852+225.0% | $3,356+273.1% |
| Admin fee / account holder | $17 | $116-85.1% | $6,675-99.7% | $115-85.1% |