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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $713 |
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 | $182,518 | $64,909+181.2% | $82,312+121.7% | $62,293+193.0% |
| Participation rate | 90.4% | 74.9%+15.5pp | 76.9%+13.5pp | 69.5%+20.9pp |
| Annual return | 20.84% | 21.18%-0.3pp | 25.88%-5.0pp | 28.90%-8.1pp |
| Employer contribution / active EE | $3,356 | $1,676+100.2% | $2,428+38.2% | $2,042+64.3% |
| Participant deferral / active EE | $7,945 | $3,103+156.0% | $3,706+114.4% | $3,169+150.7% |
| Admin fee / account holder | $11 | $440-97.6% | $5,608-99.8% | $479-97.8% |