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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,690 |
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 | $39,496 | $88,324-55.3% | $115,038-65.7% | $55,191-28.4% |
| Participation rate | 82.5% | 72.5%+9.9pp | 81.4%+1.1pp | 69.2%+13.3pp |
| Annual return | 9.84% | 6.30%+3.5pp | 26.14%-16.3pp | 10.78%-0.9pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $7,478 | $5,042+48.3% | $6,026+24.1% | $3,046+145.5% |
| Admin fee / account holder | $24 | $105-77.1% | $8,175-99.7% | $91-73.4% |