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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,400 |
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 | $116,894 | $60,165+94.3% | $74,184+57.6% | $55,167+111.9% |
| Participation rate | 99.2% | 74.2%+25.1pp | 76.6%+22.6pp | 69.0%+30.3pp |
| Annual return | 6.79% | 10.00%-3.2pp | 17.74%-10.9pp | 169.23%-162.4pp |
| Employer contribution / active EE | $4,106 | $1,600+156.7% | $2,370+73.2% | $1,963+109.2% |
| Participant deferral / active EE | $7,771 | $2,973+161.4% | $3,550+118.9% | $3,054+154.4% |
| Admin fee / account holder | $11 | $419-97.4% | $5,586-99.8% | $504-97.8% |