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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,923 |
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PWC Service code 10 · EIN 13-4008324 | Accounting | $9,932 |
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 | $164,016 | $88,324+85.7% | $115,038+42.6% | $55,191+197.2% |
| Participation rate | 100.0% | 72.5%+27.5pp | 81.4%+18.6pp | 69.2%+30.8pp |
| Annual return | -2.05% | 6.30%-8.3pp | 26.14%-28.2pp | 10.78%-12.8pp |
| Employer contribution / active EE | $3,614 | $2,805+28.8% | $4,608-21.6% | $1,899+90.3% |
| Participant deferral / active EE | $7,181 | $5,042+42.4% | $6,026+19.2% | $3,046+135.7% |
| Admin fee / account holder | $48 | $105-54.8% | $8,175-99.4% | $91-47.5% |