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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,251 |
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 | $109,022 | $64,324+69.5% | $118,914-8.3% | $79,856+36.5% |
| Participation rate | 84.0% | 64.9%+19.1pp | 75.4%+8.6pp | 69.6%+14.4pp |
| Annual return | 23.57% | 86.45%-62.9pp | 35.89%-12.3pp | 31.71%-8.1pp |
| Employer contribution / active EE | $3,676 | $1,836+100.2% | $3,264+12.6% | $2,471+48.7% |
| Participant deferral / active EE | $9,379 | $2,824+232.1% | $4,266+119.9% | $3,741+150.7% |
| Admin fee / account holder | $296 | $4,040-92.7% | $6,582-95.5% | $5,306-94.4% |