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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,103 |
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 | $78,369 | $76,551+2.4% | $123,894-36.7% | $62,881+24.6% |
| Participation rate | 83.5% | 73.0%+10.5pp | 81.4%+2.1pp | 69.3%+14.2pp |
| Annual return | 6.93% | 18.68%-11.7pp | 47.52%-40.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $4,346 | $2,882+50.8% | $4,617-5.9% | $2,281+90.5% |
| Participant deferral / active EE | $8,041 | $4,840+66.1% | $5,984+34.4% | $3,203+151.0% |
| Admin fee / account holder | $20 | $4,826-99.6% | $8,357-99.8% | $4,296-99.5% |