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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $675 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $156,114 | $98,766+58.1% | $149,730+4.3% | $79,852+95.5% |
| Participation rate | 95.9% | 75.8%+20.1pp | 82.5%+13.4pp | 69.6%+26.3pp |
| Annual return | 12.06% | 27.43%-15.4pp | 276.70%-264.6pp | 31.72%-19.7pp |
| Employer contribution / active EE | $5,002 | $3,217+55.5% | $4,645+7.7% | $2,471+102.4% |
| Participant deferral / active EE | $11,201 | $5,681+97.2% | $6,843+63.7% | $3,740+199.5% |
| Admin fee / account holder | $34 | $6,052-99.4% | $9,310-99.6% | $5,306-99.4% |