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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,650 |
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 | $67,629 | $68,092-0.7% | $73,309-7.7% | $59,188+14.3% |
| Participation rate | 74.8% | 78.1%-3.3pp | 74.9%-0.1pp | 69.4%+5.4pp |
| Annual return | 1.50% | 5.93%-4.4pp | 5.67%-4.2pp | 5.51%-4.0pp |
| Employer contribution / active EE | $1,586 | $2,018-21.4% | $3,237-51.0% | $2,098-24.4% |
| Participant deferral / active EE | $8,371 | $5,041+66.1% | $4,991+67.7% | $3,265+156.4% |
| Admin fee / account holder | $7 | $630-98.9% | $5,635-99.9% | $92-92.7% |