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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,486 |
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 | $65,574 | $107,378-38.9% | $108,582-39.6% | $57,658+13.7% |
| Participation rate | 94.2% | 77.1%+17.1pp | 79.6%+14.6pp | 70.2%+24.0pp |
| Annual return | 6.36% | 12.80%-6.4pp | -51.70%+58.1pp | 5.13%+1.2pp |
| Employer contribution / active EE | $1,923 | $1,782+7.9% | $3,758-48.8% | $1,974-2.6% |
| Participant deferral / active EE | $4,880 | $3,221+51.5% | $4,311+13.2% | $3,061+59.4% |
| Admin fee / account holder | $4 | $108-96.3% | $7,645-99.9% | $95-95.8% |