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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $850 |
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 | $167,803 | $54,320+208.9% | $67,652+148.0% | $52,331+220.7% |
| Participation rate | 90.1% | 73.6%+16.5pp | 75.7%+14.4pp | 68.1%+22.0pp |
| Annual return | 3.23% | 6.81%-3.6pp | 6625.40%-6622.2pp | 4.54%-1.3pp |
| Employer contribution / active EE | $4,025 | $1,544+160.7% | $2,266+77.7% | $1,882+113.9% |
| Participant deferral / active EE | $8,348 | $2,950+183.0% | $3,560+134.5% | $3,022+176.2% |
| Admin fee / account holder | $15 | $527-97.2% | $4,821-99.7% | $592-97.5% |