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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,086 |
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 | $120,881 | $56,640+113.4% | $80,977+49.3% | $57,658+109.6% |
| Participation rate | 74.8% | 75.9%-1.1pp | 75.8%-1.0pp | 70.2%+4.6pp |
| Annual return | 7.29% | 19.97%-12.7pp | 17.11%-9.8pp | 5.13%+2.2pp |
| Employer contribution / active EE | $2,027 | $2,085-2.8% | $3,715-45.4% | $1,974+2.7% |
| Participant deferral / active EE | $7,517 | $4,944+52.0% | $5,696+32.0% | $3,061+145.6% |
| Admin fee / account holder | $10 | $87-88.4% | $5,517-99.8% | $95-89.3% |