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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,498 |
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 | $51,670 | $61,214-15.6% | $83,327-38.0% | $56,289-8.2% |
| Participation rate | 95.3% | 72.6%+22.8pp | 77.8%+17.6pp | 69.9%+25.5pp |
| Annual return | -4.97% | 0.42%-5.4pp | 10.64%-15.6pp | -9.96%+5.0pp |
| Employer contribution / active EE | $4,127 | $1,925+114.4% | $3,379+22.2% | $2,111+95.5% |
| Participant deferral / active EE | $9,239 | $5,091+81.5% | $5,565+66.0% | $3,350+175.8% |
| Admin fee / account holder | -$12 | $512-102.3% | $7,540-100.2% | $521-102.3% |