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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,565 |
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 | $125,555 | $89,652+40.0% | $141,191-11.1% | $65,185+92.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 27.33% | 32.79%-5.5pp | 71.41%-44.1pp | 29.38%-2.1pp |
| Employer contribution / active EE | $7,340 | $3,065+139.5% | $4,736+55.0% | $2,177+237.2% |
| Participant deferral / active EE | $13,836 | $5,691+143.1% | $6,710+106.2% | $3,514+293.7% |
| Admin fee / account holder | $233 | $569-59.0% | $10,264-97.7% | $847-72.5% |