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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,754 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $187,175 | $75,183+149.0% | $123,894+51.1% | $55,167+239.3% |
| Participation rate | 93.8% | 72.8%+21.0pp | 81.4%+12.4pp | 69.0%+24.9pp |
| Annual return | 6.31% | 19.01%-12.7pp | 47.52%-41.2pp | 169.23%-162.9pp |
| Employer contribution / active EE | $28,666 | $2,823+915.3% | $4,617+520.9% | $1,963+1360.6% |
| Participant deferral / active EE | $5,750 | $5,084+13.1% | $5,984-3.9% | $3,054+88.3% |
| Admin fee / account holder | $11 | $663-98.3% | $8,357-99.9% | $504-97.8% |