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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$65,905 |
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 | $123,658 | $88,122+40.3% | $141,191-12.4% | $67,579+83.0% |
| Participation rate | 96.9% | 76.5%+20.4pp | 82.5%+14.4pp | 71.3%+25.6pp |
| Annual return | 24.57% | 75.40%-50.8pp | 71.41%-46.8pp | 378.56%-354.0pp |
| Employer contribution / active EE | $5,468 | $3,224+69.6% | $4,736+15.5% | $2,148+154.6% |
| Participant deferral / active EE | $9,122 | $5,958+53.1% | $6,710+35.9% | $3,539+157.7% |
| Admin fee / account holder | $13 | $131-90.0% | $10,264-99.9% | $142-90.8% |