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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,465 |
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 | $21,914 | $31,424-30.3% | $81,473-73.1% | $69,631-68.5% |
| Participation rate | 74.3% | 50.8%+23.5pp | 68.0%+6.3pp | 70.7%+3.6pp |
| Annual return | 18.24% | 22.44%-4.2pp | 38.78%-20.5pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $366 | $1,029-64.5% | $2,568-85.8% | $2,032-82.0% |
| Participant deferral / active EE | $2,147 | $1,838+16.8% | $3,537-39.3% | $3,224-33.4% |
| Admin fee / account holder | $6 | $103-94.3% | $4,561-99.9% | $110-94.7% |