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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,644 |
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 | $60,230 | $48,277+24.8% | $63,244-4.8% | $55,191+9.1% |
| Participation rate | 84.9% | 69.4%+15.5pp | 71.0%+13.8pp | 69.2%+15.7pp |
| Annual return | 1.18% | 2.37%-1.2pp | -70.31%+71.5pp | 10.78%-9.6pp |
| Employer contribution / active EE | $2,115 | $1,592+32.9% | $2,322-8.9% | $1,899+11.4% |
| Participant deferral / active EE | $3,561 | $2,432+46.4% | $2,953+20.6% | $3,046+16.9% |
| Admin fee / account holder | $25 | $86-70.5% | $5,893-99.6% | $91-72.1% |