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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,744 |
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 | $59,951 | $86,332-30.6% | $125,180-52.1% | $65,185-8.0% |
| Participation rate | 73.1% | 75.3%-2.3pp | 79.8%-6.7pp | 70.2%+2.9pp |
| Annual return | 26.98% | 27.43%-0.4pp | 43.79%-16.8pp | 29.38%-2.4pp |
| Employer contribution / active EE | $1,895 | $2,040-7.1% | $3,866-51.0% | $2,177-12.9% |
| Participant deferral / active EE | $4,139 | $3,537+17.0% | $4,937-16.2% | $3,514+17.8% |
| Admin fee / account holder | $20 | $609-96.7% | $9,703-99.8% | $847-97.7% |