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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,441 |
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 | $135,018 | $64,909+108.0% | $82,313+64.0% | $62,293+116.7% |
| Participation rate | 99.2% | 74.9%+24.3pp | 76.9%+22.3pp | 69.5%+29.7pp |
| Annual return | 19.85% | 21.18%-1.3pp | 25.88%-6.0pp | 28.90%-9.1pp |
| Employer contribution / active EE | $4,901 | $1,676+192.4% | $2,428+101.8% | $2,042+140.0% |
| Participant deferral / active EE | $9,116 | $3,103+193.7% | $3,706+146.0% | $3,169+187.6% |
| Admin fee / account holder | $12 | $440-97.2% | $5,608-99.8% | $479-97.4% |