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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $750 |
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 | $120,647 | $89,652+34.6% | $141,177-14.5% | $65,185+85.1% |
| Participation rate | 84.7% | 74.7%+10.0pp | 82.5%+2.2pp | 70.2%+14.5pp |
| Annual return | 25.81% | 32.79%-7.0pp | 71.40%-45.6pp | 29.38%-3.6pp |
| Employer contribution / active EE | $1,626 | $3,065-46.9% | $4,736-65.7% | $2,177-25.3% |
| Participant deferral / active EE | $7,961 | $5,691+39.9% | $6,710+18.7% | $3,514+126.6% |
| Admin fee / account holder | $6 | $569-99.0% | $10,263-99.9% | $847-99.3% |