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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,213 |
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 | $23,867 | $47,977-50.3% | $154,114-84.5% | $56,287-57.6% |
| Participation rate | 75.4% | 66.2%+9.2pp | 83.0%-7.7pp | 69.9%+5.5pp |
| Annual return | -4.81% | 3.54%-8.3pp | 735.16%-740.0pp | -9.96%+5.2pp |
| Employer contribution / active EE | $518 | $2,169-76.1% | $5,298-90.2% | $2,111-75.5% |
| Participant deferral / active EE | $3,451 | $2,392+44.3% | $5,081-32.1% | $3,350+3.0% |
| Admin fee / account holder | $28 | $438-93.7% | $13,411-99.8% | $521-94.7% |