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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,055 |
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 | $106,299 | $88,122+20.6% | $141,197-24.7% | $67,582+57.3% |
| Participation rate | 92.4% | 76.5%+16.0pp | 82.5%+10.0pp | 71.3%+21.2pp |
| Annual return | 24.95% | 75.40%-50.4pp | 71.41%-46.5pp | 378.57%-353.6pp |
| Employer contribution / active EE | $4,023 | $3,224+24.8% | $4,736-15.1% | $2,148+87.3% |
| Participant deferral / active EE | $7,733 | $5,958+29.8% | $6,710+15.2% | $3,539+118.5% |
| Admin fee / account holder | $5 | $131-96.0% | $10,265-99.9% | $142-96.3% |