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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,354 |
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 | $99,260 | $43,133+130.1% | $89,414+11.0% | $73,493+35.1% |
| Participation rate | 84.0% | 55.0%+29.1pp | 68.0%+16.1pp | 70.7%+13.4pp |
| Annual return | 14.72% | 135.66%-120.9pp | 245.50%-230.8pp | 28.51%-13.8pp |
| Employer contribution / active EE | $320 | $1,438-77.8% | $2,586-87.6% | $2,270-85.9% |
| Participant deferral / active EE | $4,423 | $2,445+80.9% | $3,890+13.7% | $3,740+18.3% |
| Admin fee / account holder | $130 | $444-70.7% | $4,883-97.3% | $513-74.7% |