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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,563 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $253,685 | $100,801+151.7% | $149,745+69.4% | $73,412+245.6% |
| Participation rate | 80.4% | 77.7%+2.7pp | 82.5%-2.1pp | 72.2%+8.2pp |
| Annual return | 21.05% | 265.34%-244.3pp | 276.72%-255.7pp | 59.30%-38.2pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,646-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $15,225 | $6,404+137.7% | $6,843+122.5% | $3,806+300.1% |
| Admin fee / account holder | $13 | $181-93.1% | $9,312-99.9% | $158-92.1% |