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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,250 |
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 | $181,241 | $60,165+201.2% | $74,184+144.3% | $55,167+228.5% |
| Participation rate | 99.5% | 74.2%+25.3pp | 76.6%+22.9pp | 69.0%+30.5pp |
| Annual return | 6.32% | 10.00%-3.7pp | 17.74%-11.4pp | 169.23%-162.9pp |
| Employer contribution / active EE | $5,138 | $1,600+221.2% | $2,370+116.8% | $1,963+161.8% |
| Participant deferral / active EE | $9,180 | $2,973+208.8% | $3,550+158.6% | $3,054+200.6% |
| Admin fee / account holder | $14 | $419-96.7% | $5,586-99.7% | $504-97.2% |