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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $425 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $165,709 | $60,349+174.6% | $74,184+123.4% | $62,881+163.5% |
| Participation rate | 83.7% | 72.7%+10.9pp | 76.6%+7.1pp | 69.3%+14.4pp |
| Annual return | 3.86% | 21.38%-17.5pp | 17.74%-13.9pp | 20.14%-16.3pp |
| Employer contribution / active EE | $1,604 | $1,680-4.5% | $2,370-32.3% | $2,281-29.7% |
| Participant deferral / active EE | $6,782 | $2,856+137.4% | $3,550+91.1% | $3,203+111.7% |
| Admin fee / account holder | $5 | $4,261-99.9% | $5,586-99.9% | $4,296-99.9% |