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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,329 |
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 | $67,712 | $55,182+22.7% | $73,309-7.6% | $55,191+22.7% |
| Participation rate | 85.8% | 73.9%+11.9pp | 74.9%+10.9pp | 69.2%+16.7pp |
| Annual return | 0.03% | 8.55%-8.5pp | 5.67%-5.6pp | 10.78%-10.8pp |
| Employer contribution / active EE | $635 | $1,935-67.2% | $3,237-80.4% | $1,899-66.6% |
| Participant deferral / active EE | $3,930 | $4,641-15.3% | $4,991-21.3% | $3,046+29.0% |
| Admin fee / account holder | $5 | $68-92.5% | $5,635-99.9% | $91-94.4% |