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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $517 |
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 | $132,928 | $89,364+48.7% | $141,177-5.8% | $72,983+82.1% |
| Participation rate | 97.5% | 75.1%+22.4pp | 82.5%+15.1pp | 69.5%+28.0pp |
| Annual return | 199.04% | 111.86%+87.2pp | 71.40%+127.6pp | 81.01%+118.0pp |
| Employer contribution / active EE | $4,429 | $3,115+42.2% | $4,736-6.5% | $2,440+81.5% |
| Participant deferral / active EE | $10,871 | $5,419+100.6% | $6,710+62.0% | $3,608+201.4% |
| Admin fee / account holder | $15 | $5,959-99.7% | $10,263-99.8% | $5,124-99.7% |