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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,978 |
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 | $38,392 | $51,244-25.1% | $80,977-52.6% | $55,167-30.4% |
| Participation rate | 90.8% | 71.7%+19.1pp | 75.8%+15.0pp | 69.0%+21.8pp |
| Annual return | 10.47% | 17.39%-6.9pp | 17.11%-6.6pp | 169.23%-158.8pp |
| Employer contribution / active EE | $3,932 | $1,770+122.1% | $3,715+5.8% | $1,963+100.3% |
| Participant deferral / active EE | $8,232 | $4,418+86.3% | $5,696+44.5% | $3,054+169.5% |
| Admin fee / account holder | $8 | $398-97.9% | $5,517-99.8% | $504-98.3% |