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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,735 |
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 | $100,325 | $85,766+17.0% | $136,298-26.4% | $70,126+43.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.08% | 31.46%-14.4pp | 5156.27%-5139.2pp | 73.15%-56.1pp |
| Employer contribution / active EE | $3,840 | $2,966+29.5% | $4,696-18.2% | $2,343+63.9% |
| Participant deferral / active EE | $12,578 | $5,051+149.0% | $6,247+101.3% | $3,332+277.5% |
| Admin fee / account holder | $167 | $5,421-96.9% | $9,244-98.2% | $4,645-96.4% |