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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,608 |
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 | $62,778 | $66,764-6.0% | $88,497-29.1% | $62,881-0.2% |
| Participation rate | 99.0% | 77.3%+21.7pp | 82.4%+16.6pp | 69.3%+29.7pp |
| Annual return | 6.97% | 10.37%-3.4pp | 7.63%-0.7pp | 20.14%-13.2pp |
| Employer contribution / active EE | $4,623 | $3,077+50.2% | $4,036+14.5% | $2,281+102.7% |
| Participant deferral / active EE | $7,580 | $3,976+90.6% | $4,899+54.7% | $3,203+136.7% |
| Admin fee / account holder | $39 | $4,668-99.2% | $6,220-99.4% | $4,296-99.1% |