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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,702 |
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 | $42,109 | $155,795-73.0% | $136,297-69.1% | $69,631-39.5% |
| Participation rate | 97.0% | 75.2%+21.8pp | 81.9%+15.1pp | 70.7%+26.3pp |
| Annual return | 35.32% | 232464.33%-232429.0pp | 5156.19%-5120.9pp | 27571.02%-27535.7pp |
| Employer contribution / active EE | $3,443 | $2,991+15.1% | $4,696-26.7% | $2,032+69.4% |
| Participant deferral / active EE | $9,884 | $5,394+83.2% | $6,247+58.2% | $3,224+206.6% |
| Admin fee / account holder | $113 | $128-11.8% | $9,244-98.8% | $110+2.5% |