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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,088 |
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 | $47,405 | $70,667-32.9% | $123,105-61.5% | $52,331-9.4% |
| Participation rate | 93.7% | 83.7%+10.0pp | 86.8%+6.9pp | 68.1%+25.6pp |
| Annual return | 0.44% | 6.23%-5.8pp | 13.22%-12.8pp | 4.54%-4.1pp |
| Employer contribution / active EE | $5,285 | $2,946+79.4% | $5,151+2.6% | $1,882+180.8% |
| Participant deferral / active EE | $8,881 | $4,493+97.7% | $6,229+42.6% | $3,022+193.9% |
| Admin fee / account holder | $9 | $506-98.3% | $9,014-99.9% | $592-98.5% |