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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,319 |
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 | $172,655 | $79,519+117.1% | $95,964+79.9% | $73,412+135.2% |
| Participation rate | 95.8% | 81.2%+14.6pp | 77.1%+18.7pp | 72.2%+23.6pp |
| Annual return | 24.78% | 19.20%+5.6pp | 91.64%-66.9pp | 59.30%-34.5pp |
| Employer contribution / active EE | $5,464 | $2,048+166.8% | $2,541+115.0% | $2,234+144.6% |
| Participant deferral / active EE | $8,547 | $4,138+106.5% | $4,167+105.1% | $3,806+124.6% |
| Admin fee / account holder | $6 | $184-96.7% | $6,797-99.9% | $158-96.1% |