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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,106 |
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 | $48,899 | $155,795-68.6% | $136,298-64.1% | $69,631-29.8% |
| Participation rate | 82.1% | 75.2%+6.9pp | 81.9%+0.2pp | 70.7%+11.5pp |
| Annual return | 35.88% | 232464.33%-232428.5pp | 5156.27%-5120.4pp | 27571.02%-27535.1pp |
| Employer contribution / active EE | $3,777 | $2,991+26.3% | $4,696-19.6% | $2,032+85.9% |
| Participant deferral / active EE | $5,777 | $5,394+7.1% | $6,247-7.5% | $3,224+79.2% |
| Admin fee / account holder | $1 | $128-98.9% | $9,244-100.0% | $110-98.7% |