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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,265 |
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 | $32,696 | $58,758-44.4% | $69,779-53.1% | $63,975-48.9% |
| Participation rate | 82.1% | 77.5%+4.6pp | 71.8%+10.3pp | 71.1%+11.0pp |
| Annual return | 10.34% | 18.05%-7.7pp | 12.99%-2.7pp | 48.65%-38.3pp |
| Employer contribution / active EE | $1,486 | $1,973-24.7% | $2,338-36.5% | $2,182-31.9% |
| Participant deferral / active EE | $2,522 | $2,912-13.4% | $2,931-14.0% | $3,356-24.9% |
| Admin fee / account holder | $12 | $71-83.6% | $4,381-99.7% | $70-83.5% |