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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,075 |
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 | $63,384 | $64,909-2.3% | $82,312-23.0% | $62,293+1.8% |
| Participation rate | 91.1% | 74.9%+16.3pp | 76.9%+14.2pp | 69.5%+21.6pp |
| Annual return | 17.34% | 21.18%-3.8pp | 25.88%-8.5pp | 28.90%-11.6pp |
| Employer contribution / active EE | $1,742 | $1,676+4.0% | $2,428-28.3% | $2,042-14.7% |
| Participant deferral / active EE | $4,202 | $3,103+35.4% | $3,706+13.4% | $3,169+32.6% |
| Admin fee / account holder | $31 | $440-93.0% | $5,608-99.5% | $479-93.6% |