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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,450 |
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 | $74,633 | $81,474-8.4% | $133,971-44.3% | $73,493+1.6% |
| Participation rate | 76.9% | 76.4%+0.6pp | 79.8%-2.9pp | 70.7%+6.2pp |
| Annual return | 16.00% | 19.40%-3.4pp | 45.09%-29.1pp | 28.51%-12.5pp |
| Employer contribution / active EE | $2,363 | $2,209+6.9% | $3,919-39.7% | $2,270+4.1% |
| Participant deferral / active EE | $4,955 | $3,786+30.9% | $5,047-1.8% | $3,740+32.5% |
| Admin fee / account holder | $18 | $713-97.4% | $8,929-99.8% | $513-96.4% |