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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,888 |
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 | $122,820 | $63,314+94.0% | $91,004+35.0% | $62,293+97.2% |
| Participation rate | 78.8% | 73.3%+5.5pp | 75.6%+3.2pp | 69.5%+9.3pp |
| Annual return | 19.15% | 21.00%-1.8pp | 4.60%+14.6pp | 28.90%-9.7pp |
| Employer contribution / active EE | $1,674 | $1,807-7.4% | $2,456-31.8% | $2,042-18.0% |
| Participant deferral / active EE | $5,456 | $2,944+85.3% | $3,548+53.8% | $3,169+72.1% |
| Admin fee / account holder | $9 | $468-98.0% | $5,417-99.8% | $479-98.1% |