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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,669 |
Service code 18 · EIN 34-6903863 | Custodial (other than securities) | $0 |
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 | $105,616 | $72,554+45.6% | $138,135-23.5% | $73,497+43.7% |
| Participation rate | 99.1% | 74.8%+24.3pp | 78.7%+20.4pp | 70.7%+28.4pp |
| Annual return | 16.02% | 17.50%-1.5pp | 20.51%-4.5pp | 28.51%-12.5pp |
| Employer contribution / active EE | $3,153 | $3,511-10.2% | $5,587-43.6% | $2,270+38.9% |
| Participant deferral / active EE | $3,585 | $4,908-27.0% | $6,431-44.3% | $3,740-4.1% |
| Admin fee / account holder | $84 | $464-81.9% | $11,856-99.3% | $513-83.6% |