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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,925 |
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 | $41,690 | $88,324-52.8% | $115,038-63.8% | $55,191-24.5% |
| Participation rate | 79.6% | 72.5%+7.1pp | 81.4%-1.8pp | 69.2%+10.4pp |
| Annual return | 33.54% | 6.30%+27.2pp | 26.14%+7.4pp | 10.78%+22.8pp |
| Employer contribution / active EE | $1,797 | $2,805-35.9% | $4,608-61.0% | $1,899-5.4% |
| Participant deferral / active EE | $3,825 | $5,042-24.1% | $6,026-36.5% | $3,046+25.6% |
| Admin fee / account holder | $20 | $105-81.1% | $8,175-99.8% | $91-78.1% |