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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,494 |
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 | $141,546 | $57,435+146.4% | $105,218+34.5% | $55,191+156.5% |
| Participation rate | 81.2% | 71.3%+9.8pp | 77.2%+3.9pp | 69.2%+12.0pp |
| Annual return | 0.38% | 2.97%-2.6pp | 5.33%-5.0pp | 10.78%-10.4pp |
| Employer contribution / active EE | $2,408 | $1,920+25.5% | $3,255-26.0% | $1,899+26.8% |
| Participant deferral / active EE | $8,447 | $3,495+141.7% | $4,867+73.6% | $3,046+177.3% |
| Admin fee / account holder | $11 | $70-84.5% | $6,992-99.8% | $91-88.0% |