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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,926 |
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 | $74,753 | $71,666+4.3% | $117,861-36.6% | $69,631+7.4% |
| Participation rate | 94.6% | 77.5%+17.1pp | 79.7%+14.9pp | 70.7%+23.9pp |
| Annual return | 19.79% | 18.86%+0.9pp | 335.11%-315.3pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $1,909 | $1,889+1.0% | $3,786-49.6% | $2,032-6.1% |
| Participant deferral / active EE | $4,978 | $3,340+49.0% | $4,482+11.1% | $3,224+54.4% |
| Admin fee / account holder | $5 | $120-96.2% | $8,021-99.9% | $110-95.8% |