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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $406 |
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 | $135,152 | $75,183+79.8% | $123,894+9.1% | $55,167+145.0% |
| Participation rate | 78.7% | 72.8%+5.9pp | 81.4%-2.7pp | 69.0%+9.7pp |
| Annual return | 8.23% | 19.01%-10.8pp | 47.52%-39.3pp | 169.23%-161.0pp |
| Employer contribution / active EE | $1,385 | $2,823-50.9% | $4,617-70.0% | $1,963-29.4% |
| Participant deferral / active EE | $6,264 | $5,084+23.2% | $5,984+4.7% | $3,054+105.1% |
| Admin fee / account holder | $2 | $663-99.6% | $8,357-100.0% | $504-99.5% |