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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $48,289 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $8,000 |
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 | $65,455 | $89,739-27.1% | $149,721-56.3% | $62,293+5.1% |
| Participation rate | 94.7% | 85.1%+9.6pp | 87.1%+7.7pp | 69.5%+25.2pp |
| Annual return | 17.85% | 21.01%-3.2pp | 1501.67%-1483.8pp | 28.90%-11.0pp |
| Employer contribution / active EE | $4,356 | $3,233+34.7% | $5,444-20.0% | $2,042+113.3% |
| Participant deferral / active EE | $8,670 | $4,797+80.7% | $6,568+32.0% | $3,169+173.6% |
| Admin fee / account holder | $163 | $551-70.5% | $11,282-98.6% | $479-66.1% |