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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 52-1743645 | Accounting | $5,200 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,019 |
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 | $196,592 | $59,191+232.1% | $76,767+156.1% | $56,289+249.3% |
| Participation rate | 98.8% | 75.2%+23.6pp | 77.0%+21.9pp | 69.9%+29.0pp |
| Annual return | -4.99% | 6.62%-11.6pp | 2.43%-7.4pp | -9.96%+5.0pp |
| Employer contribution / active EE | $4,780 | $1,759+171.8% | $2,485+92.3% | $2,111+126.4% |
| Participant deferral / active EE | $8,749 | $3,255+168.8% | $3,852+127.1% | $3,350+161.2% |
| Admin fee / account holder | $33 | $489-93.2% | $6,675-99.5% | $521-93.6% |