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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $283 |
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 | $106,932 | $75,183+42.2% | $123,894-13.7% | $55,167+93.8% |
| Participation rate | 82.2% | 72.8%+9.3pp | 81.4%+0.8pp | 69.0%+13.2pp |
| Annual return | 8.12% | 19.01%-10.9pp | 47.52%-39.4pp | 169.23%-161.1pp |
| Employer contribution / active EE | $3,320 | $2,823+17.6% | $4,617-28.1% | $1,963+69.2% |
| Participant deferral / active EE | $12,251 | $5,084+140.9% | $5,984+104.7% | $3,054+301.1% |
| Admin fee / account holder | $2 | $663-99.6% | $8,357-100.0% | $504-99.5% |