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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,485 |
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 | $104,885 | $63,114+66.2% | $92,915+12.9% | $65,186+60.9% |
| Participation rate | 85.8% | 68.8%+17.0pp | 76.0%+9.8pp | 70.2%+15.6pp |
| Annual return | 22.32% | 28.75%-6.4pp | 109.45%-87.1pp | 29.39%-7.1pp |
| Employer contribution / active EE | $2,575 | $2,571+0.2% | $3,653-29.5% | $2,177+18.3% |
| Participant deferral / active EE | $6,512 | $3,108+109.5% | $4,238+53.6% | $3,514+85.3% |
| Admin fee / account holder | $13 | $624-97.9% | $5,796-99.8% | $847-98.4% |