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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$60,113 |
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 | $74,390 | $68,092+9.2% | $73,309+1.5% | $59,188+25.7% |
| Participation rate | 98.1% | 78.1%+20.0pp | 74.9%+23.2pp | 69.4%+28.6pp |
| Annual return | 0.86% | 5.93%-5.1pp | 5.67%-4.8pp | 5.51%-4.6pp |
| Employer contribution / active EE | $3,793 | $2,018+87.9% | $3,237+17.2% | $2,098+80.8% |
| Participant deferral / active EE | $7,515 | $5,041+49.1% | $4,991+50.6% | $3,265+130.2% |
| Admin fee / account holder | -$18 | $630-102.9% | $5,635-100.3% | $92-119.6% |