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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,616 |
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 | $39,600 | $48,277-18.0% | $63,244-37.4% | $55,191-28.3% |
| Participation rate | 85.4% | 69.4%+16.0pp | 71.0%+14.4pp | 69.2%+16.2pp |
| Annual return | 4.49% | 2.37%+2.1pp | -70.31%+74.8pp | 10.78%-6.3pp |
| Employer contribution / active EE | $1,453 | $1,592-8.7% | $2,322-37.4% | $1,899-23.5% |
| Participant deferral / active EE | $2,541 | $2,432+4.5% | $2,953-14.0% | $3,046-16.6% |
| Admin fee / account holder | $13 | $86-84.6% | $5,893-99.8% | $91-85.4% |