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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,031 |
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 | $52,749 | $55,182-4.4% | $73,309-28.0% | $55,191-4.4% |
| Participation rate | 96.6% | 73.9%+22.7pp | 74.9%+21.7pp | 69.2%+27.5pp |
| Annual return | -0.39% | 8.55%-8.9pp | 5.67%-6.1pp | 10.78%-11.2pp |
| Employer contribution / active EE | $1,439 | $1,935-25.6% | $3,237-55.6% | $1,899-24.2% |
| Participant deferral / active EE | $6,223 | $4,641+34.1% | $4,991+24.7% | $3,046+104.3% |
| Admin fee / account holder | $3 | $68-96.3% | $5,635-100.0% | $91-97.2% |