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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $900 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $174,839 | $60,165+190.6% | $74,184+135.7% | $55,167+216.9% |
| Participation rate | 82.2% | 74.2%+8.1pp | 76.6%+5.6pp | 69.0%+13.3pp |
| Annual return | 4.86% | 10.00%-5.1pp | 17.74%-12.9pp | 169.23%-164.4pp |
| Employer contribution / active EE | $3,858 | $1,600+141.2% | $2,370+62.8% | $1,963+96.6% |
| Participant deferral / active EE | $7,719 | $2,973+159.7% | $3,550+117.4% | $3,054+152.7% |
| Admin fee / account holder | $16 | $419-96.3% | $5,586-99.7% | $504-96.9% |