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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,675 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $30,654 |
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 | $43,291 | $78,419-44.8% | $133,959-67.7% | $73,412-41.0% |
| Participation rate | 98.6% | 78.6%+20.0pp | 79.8%+18.7pp | 72.2%+26.4pp |
| Annual return | 13.14% | 33.35%-20.2pp | 45.09%-32.0pp | 59.30%-46.2pp |
| Employer contribution / active EE | $1,557 | $2,044-23.8% | $3,919-60.3% | $2,234-30.3% |
| Participant deferral / active EE | $5,329 | $3,925+35.8% | $5,047+5.6% | $3,806+40.0% |
| Admin fee / account holder | $134 | $161-17.1% | $8,928-98.5% | $158-15.3% |