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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$29,731 |
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 | $169,194 | $75,284+124.7% | $91,004+85.9% | $69,634+143.0% |
| Participation rate | 96.6% | 80.4%+16.2pp | 75.6%+21.0pp | 70.7%+25.9pp |
| Annual return | 21.16% | 48.40%-27.2pp | 4.60%+16.6pp | 27572.26%-27551.1pp |
| Employer contribution / active EE | $11,190 | $2,473+352.5% | $2,456+355.7% | $2,032+450.6% |
| Participant deferral / active EE | $7,510 | $3,700+103.0% | $3,548+111.7% | $3,224+133.0% |
| Admin fee / account holder | -$32 | $111-129.3% | $5,417-100.6% | $110-129.3% |