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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $953 |
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 | $174,055 | $99,957+74.1% | $149,730+16.2% | $73,493+136.8% |
| Participation rate | 81.9% | 75.7%+6.2pp | 82.5%-0.6pp | 70.7%+11.2pp |
| Annual return | 22.25% | 53.87%-31.6pp | 276.70%-254.5pp | 28.51%-6.3pp |
| Employer contribution / active EE | $3,636 | $3,191+13.9% | $4,645-21.7% | $2,270+60.2% |
| Participant deferral / active EE | $11,561 | $6,073+90.4% | $6,843+68.9% | $3,740+209.1% |
| Admin fee / account holder | $4 | $551-99.2% | $9,310-100.0% | $513-99.2% |