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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $38 |
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 | $49,691 | $61,214-18.8% | $83,323-40.4% | $56,287-11.7% |
| Participation rate | 99.3% | 72.6%+26.7pp | 77.8%+21.5pp | 69.9%+29.5pp |
| Annual return | 3.12% | 0.42%+2.7pp | 10.63%-7.5pp | -9.96%+13.1pp |
| Employer contribution / active EE | $4,329 | $1,925+124.8% | $3,379+28.1% | $2,111+105.0% |
| Participant deferral / active EE | $13,689 | $5,091+168.9% | $5,565+146.0% | $3,350+308.6% |
| Admin fee / account holder | $0 | $512-100.0% | $7,539-100.0% | $521-100.0% |