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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,381 |
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 | $148,366 | $52,961+180.1% | $172,755-14.1% | $65,185+127.6% |
| Participation rate | 96.4% | 66.2%+30.2pp | 82.6%+13.8pp | 70.2%+26.2pp |
| Annual return | 19.84% | 30.12%-10.3pp | 802.94%-783.1pp | 29.38%-9.5pp |
| Employer contribution / active EE | $5,451 | $2,190+148.9% | $5,144+6.0% | $2,177+150.4% |
| Participant deferral / active EE | $6,980 | $2,471+182.5% | $5,198+34.3% | $3,514+98.6% |
| Admin fee / account holder | $278 | $472-41.1% | $13,955-98.0% | $847-67.2% |