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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $91,117 |
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 | $30,094 | $78,275-61.6% | $109,173-72.4% | $86,821-65.3% |
| Participation rate | 96.4% | 73.8%+22.6pp | 75.9%+20.6pp | 72.3%+24.2pp |
| Annual return | 16.56% | 19.14%-2.6pp | 25.75%-9.2pp | 97.94%-81.4pp |
| Employer contribution / active EE | $2,051 | $3,105-33.9% | $3,723-44.9% | $2,406-14.7% |
| Participant deferral / active EE | $3,996 | $3,641+9.7% | $4,654-14.1% | $4,132-3.3% |
| Admin fee / account holder | $121 | $198-39.3% | $6,755-98.2% | $170-28.9% |