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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,088 |
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 | $78,854 | $75,388+4.6% | $123,552-36.2% | $55,725+41.5% |
| Participation rate | 96.3% | 75.7%+20.7pp | 82.3%+14.0pp | 70.9%+25.5pp |
| Annual return | -5.68% | 4.48%-10.2pp | 119.20%-124.9pp | 244.93%-250.6pp |
| Employer contribution / active EE | $5,894 | $3,063+92.4% | $4,628+27.4% | $2,078+183.6% |
| Participant deferral / active EE | $8,500 | $5,651+50.4% | $6,426+32.3% | $3,356+153.3% |
| Admin fee / account holder | $4 | $120-96.8% | $9,285-100.0% | $115-96.7% |