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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $544 |
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 | $129,332 | $81,474+58.7% | $133,959-3.5% | $73,493+76.0% |
| Participation rate | 96.6% | 76.4%+20.3pp | 79.8%+16.8pp | 70.7%+26.0pp |
| Annual return | 17.06% | 19.40%-2.3pp | 45.09%-28.0pp | 28.51%-11.5pp |
| Employer contribution / active EE | $2,543 | $2,209+15.1% | $3,919-35.1% | $2,270+12.0% |
| Participant deferral / active EE | $9,399 | $3,786+148.2% | $5,047+86.2% | $3,740+151.3% |
| Admin fee / account holder | $4 | $713-99.5% | $8,928-100.0% | $513-99.3% |