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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,394 |
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 | $109,154 | $79,523+37.3% | $140,019-22.0% | $56,287+93.9% |
| Participation rate | 91.4% | 85.7%+5.7pp | 87.5%+3.9pp | 69.9%+21.5pp |
| Annual return | 1.76% | 2.39%-0.6pp | 651.15%-649.4pp | -9.96%+11.7pp |
| Employer contribution / active EE | $8,217 | $3,350+145.3% | $5,605+46.6% | $2,111+289.2% |
| Participant deferral / active EE | $12,106 | $5,129+136.0% | $6,927+74.8% | $3,350+261.4% |
| Admin fee / account holder | $55 | $614-91.1% | $10,705-99.5% | $521-89.5% |