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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,921 |
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 | $49,468 | $136,307-63.7% | $177,840-72.2% | $73,493-32.7% |
| Participation rate | 81.0% | 86.1%-5.1pp | 87.7%-6.7pp | 70.7%+10.3pp |
| Annual return | 52.11% | 18.68%+33.4pp | 48.32%+3.8pp | 28.51%+23.6pp |
| Employer contribution / active EE | $3,635 | $3,712-2.1% | $5,919-38.6% | $2,270+60.1% |
| Participant deferral / active EE | $6,861 | $5,829+17.7% | $7,714-11.0% | $3,740+83.5% |
| Admin fee / account holder | $218 | $596-63.3% | $12,431-98.2% | $513-57.5% |