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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,258 |
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 | $200,283 | $50,106+299.7% | $69,779+187.0% | $57,658+247.4% |
| Participation rate | 86.7% | 70.9%+15.8pp | 71.8%+14.9pp | 70.2%+16.4pp |
| Annual return | 6.74% | 14.58%-7.8pp | 12.99%-6.2pp | 5.13%+1.6pp |
| Employer contribution / active EE | $3,771 | $1,739+116.8% | $2,338+61.3% | $1,974+91.1% |
| Participant deferral / active EE | $5,957 | $2,486+139.7% | $2,931+103.3% | $3,061+94.6% |
| Admin fee / account holder | $8 | $89-90.6% | $4,381-99.8% | $95-91.1% |