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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,220 |
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 | $70,431 | $102,514-31.3% | $97,995-28.1% | $62,293+13.1% |
| Participation rate | 99.1% | 79.5%+19.6pp | 82.4%+16.7pp | 69.5%+29.6pp |
| Annual return | 18.50% | 32.43%-13.9pp | 23.94%-5.4pp | 28.90%-10.4pp |
| Employer contribution / active EE | $4,720 | $3,689+27.9% | $4,158+13.5% | $2,042+131.1% |
| Participant deferral / active EE | $7,730 | $5,308+45.6% | $5,097+51.7% | $3,169+143.9% |
| Admin fee / account holder | $56 | $378-85.2% | $5,943-99.1% | $479-88.3% |