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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $169 |
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 | $28,350 | $48,313-41.3% | $73,309-61.3% | $52,331-45.8% |
| Participation rate | 76.2% | 68.6%+7.7pp | 74.9%+1.3pp | 68.1%+8.1pp |
| Annual return | 2.07% | 3.85%-1.8pp | 5.67%-3.6pp | 4.54%-2.5pp |
| Employer contribution / active EE | $2,126 | $1,661+28.0% | $3,237-34.3% | $1,882+13.0% |
| Participant deferral / active EE | $3,496 | $4,189-16.5% | $4,991-29.9% | $3,022+15.7% |
| Admin fee / account holder | $1 | $404-99.7% | $5,635-100.0% | $592-99.8% |