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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,090 |
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 | $33,718 | $73,102-53.9% | $123,553-72.7% | $56,289-40.1% |
| Participation rate | 87.4% | 74.3%+13.1pp | 82.3%+5.1pp | 69.9%+17.5pp |
| Annual return | -1.95% | 3.01%-5.0pp | 119.21%-121.2pp | -9.96%+8.0pp |
| Employer contribution / active EE | $3,503 | $2,977+17.7% | $4,628-24.3% | $2,111+65.9% |
| Participant deferral / active EE | $4,658 | $5,423-14.1% | $6,426-27.5% | $3,350+39.1% |
| Admin fee / account holder | $22 | $554-96.1% | $9,284-99.8% | $521-95.8% |