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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $838 |
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 | $37,376 | $80,177-53.4% | $123,894-69.8% | $57,658-35.2% |
| Participation rate | 75.6% | 74.4%+1.2pp | 81.4%-5.8pp | 70.2%+5.4pp |
| Annual return | 9.14% | 17.90%-8.8pp | 47.52%-38.4pp | 5.13%+4.0pp |
| Employer contribution / active EE | $3,597 | $2,913+23.5% | $4,617-22.1% | $1,974+82.2% |
| Participant deferral / active EE | $5,300 | $5,130+3.3% | $5,984-11.4% | $3,061+73.2% |
| Admin fee / account holder | $4 | $106-96.2% | $8,357-100.0% | $95-95.8% |