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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $925 |
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 | $101,765 | $75,183+35.4% | $123,894-17.9% | $55,167+84.5% |
| Participation rate | 88.3% | 72.8%+15.4pp | 81.4%+6.9pp | 69.0%+19.3pp |
| Annual return | 12.66% | 19.01%-6.4pp | 47.52%-34.9pp | 169.23%-156.6pp |
| Employer contribution / active EE | $9,084 | $2,823+221.7% | $4,617+96.8% | $1,963+362.8% |
| Participant deferral / active EE | $12,714 | $5,084+150.0% | $5,984+112.5% | $3,054+316.3% |
| Admin fee / account holder | $19 | $663-97.1% | $8,357-99.8% | $504-96.2% |