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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,135 |
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 | $49,866 | $46,173+8.0% | $170,435-70.7% | $69,631-28.4% |
| Participation rate | 99.2% | 63.9%+35.3pp | 83.6%+15.6pp | 70.7%+28.5pp |
| Annual return | 19.04% | 21.62%-2.6pp | 205.94%-186.9pp | 27571.02%-27552.0pp |
| Employer contribution / active EE | $2,166 | $1,610+34.6% | $5,432-60.1% | $2,032+6.6% |
| Participant deferral / active EE | $3,154 | $2,080+51.6% | $4,939-36.1% | $3,224-2.1% |
| Admin fee / account holder | $19 | $116-83.4% | $13,881-99.9% | $110-82.6% |