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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,619 |
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 | $85,838 | $39,458+117.5% | $60,547+41.8% | $55,191+55.5% |
| Participation rate | 89.1% | 59.6%+29.5pp | 68.0%+21.1pp | 69.2%+19.9pp |
| Annual return | -0.16% | 3.35%-3.5pp | 335.64%-335.8pp | 10.78%-10.9pp |
| Employer contribution / active EE | $5,194 | $1,210+329.3% | $2,419+114.7% | $1,899+173.5% |
| Participant deferral / active EE | $6,669 | $2,140+211.6% | $3,328+100.4% | $3,046+118.9% |
| Admin fee / account holder | $19 | $95-79.8% | $4,536-99.6% | $91-78.8% |