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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,030 |
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 | $85,725 | $69,159+24.0% | $125,192-31.5% | $67,579+26.9% |
| Participation rate | 94.9% | 78.2%+16.7pp | 79.8%+15.1pp | 71.3%+23.6pp |
| Annual return | 24.46% | 27.12%-2.7pp | 43.79%-19.3pp | 378.56%-354.1pp |
| Employer contribution / active EE | $1,530 | $2,023-24.4% | $3,866-60.4% | $2,148-28.8% |
| Participant deferral / active EE | $6,271 | $3,700+69.5% | $4,937+27.0% | $3,539+77.2% |
| Admin fee / account holder | -$2 | $142-101.1% | $9,704-100.0% | $142-101.1% |