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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $900 |
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 | $141,938 | $99,957+42.0% | $149,730-5.2% | $73,493+93.1% |
| Participation rate | 87.9% | 75.7%+12.2pp | 82.5%+5.5pp | 70.7%+17.2pp |
| Annual return | 17.48% | 53.87%-36.4pp | 276.70%-259.2pp | 28.51%-11.0pp |
| Employer contribution / active EE | $1,691 | $3,191-47.0% | $4,645-63.6% | $2,270-25.5% |
| Participant deferral / active EE | $8,709 | $6,073+43.4% | $6,843+27.3% | $3,740+132.9% |
| Admin fee / account holder | $7 | $551-98.8% | $9,310-99.9% | $513-98.7% |