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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,298 |
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 | $29,737 | $66,302-55.1% | $110,243-73.0% | $56,287-47.2% |
| Participation rate | 94.0% | 74.9%+19.1pp | 79.8%+14.2pp | 69.9%+24.2pp |
| Annual return | -4.20% | -1.18%-3.0pp | 314.76%-319.0pp | -9.96%+5.8pp |
| Employer contribution / active EE | $1,213 | $2,047-40.7% | $3,827-68.3% | $2,111-42.5% |
| Participant deferral / active EE | $4,154 | $3,381+22.9% | $4,672-11.1% | $3,350+24.0% |
| Admin fee / account holder | $37 | $698-94.6% | $8,548-99.6% | $521-92.8% |