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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $489 |
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 | $123,909 | $80,753+53.4% | $136,298-9.1% | $62,293+98.9% |
| Participation rate | 85.3% | 73.5%+11.8pp | 81.9%+3.4pp | 69.5%+15.8pp |
| Annual return | 19.20% | 35.83%-16.6pp | 5156.27%-5137.1pp | 28.90%-9.7pp |
| Employer contribution / active EE | $3,525 | $2,884+22.2% | $4,696-24.9% | $2,042+72.6% |
| Participant deferral / active EE | $12,324 | $5,164+138.6% | $6,247+97.3% | $3,169+288.9% |
| Admin fee / account holder | $2 | $525-99.7% | $9,244-100.0% | $479-99.6% |