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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,185 |
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 | $225,360 | $84,948+165.3% | $70,494+219.7% | $73,412+207.0% |
| Participation rate | 93.5% | 79.9%+13.5pp | 75.1%+18.4pp | 72.2%+21.3pp |
| Annual return | 14.13% | 13.39%+0.7pp | 109.16%-95.0pp | 59.30%-45.2pp |
| Employer contribution / active EE | $9,517 | $2,834+235.8% | $2,738+247.6% | $2,234+326.1% |
| Participant deferral / active EE | $6,768 | $3,387+99.8% | $3,711+82.4% | $3,806+77.8% |
| Admin fee / account holder | $38 | $98-61.3% | $3,848-99.0% | $158-75.9% |