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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,512 |
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $2 |
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 | $95,429 | $68,408+39.5% | $57,196+66.8% | $57,658+65.5% |
| Participation rate | 98.1% | 79.1%+18.9pp | 75.3%+22.7pp | 70.2%+27.8pp |
| Annual return | 6.87% | 8.51%-1.6pp | 14.59%-7.7pp | 5.13%+1.7pp |
| Employer contribution / active EE | $6,226 | $2,869+117.0% | $2,683+132.1% | $1,974+215.5% |
| Participant deferral / active EE | $0 | $2,903-100.0% | $3,096-100.0% | $3,061-100.0% |
| Admin fee / account holder | $5 | $70-93.3% | $3,141-99.9% | $95-95.1% |