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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,715 |
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 | $64,700 | $70,002-7.6% | $115,038-43.8% | $52,331+23.6% |
| Participation rate | 86.7% | 72.1%+14.6pp | 81.4%+5.4pp | 68.1%+18.6pp |
| Annual return | 0.44% | 4.04%-3.6pp | 26.14%-25.7pp | 4.54%-4.1pp |
| Employer contribution / active EE | $4,332 | $2,715+59.6% | $4,608-6.0% | $1,882+130.2% |
| Participant deferral / active EE | $7,044 | $4,920+43.2% | $6,026+16.9% | $3,022+133.1% |
| Admin fee / account holder | $8 | $566-98.6% | $8,175-99.9% | $592-98.7% |