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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $878 |
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 | $236,887 | $85,766+176.2% | $136,298+73.8% | $70,126+237.8% |
| Participation rate | 83.3% | 74.2%+9.2pp | 81.9%+1.4pp | 69.5%+13.8pp |
| Annual return | 19.81% | 31.46%-11.6pp | 5156.27%-5136.5pp | 73.15%-53.3pp |
| Employer contribution / active EE | $4,093 | $2,966+38.0% | $4,696-12.8% | $2,343+74.7% |
| Participant deferral / active EE | $9,748 | $5,051+93.0% | $6,247+56.0% | $3,332+192.6% |
| Admin fee / account holder | $31 | $5,421-99.4% | $9,244-99.7% | $4,645-99.3% |