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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,865 |
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 | $45,414 | $54,320-16.4% | $67,652-32.9% | $52,331-13.2% |
| Participation rate | 83.0% | 73.6%+9.4pp | 75.7%+7.4pp | 68.1%+14.9pp |
| Annual return | 2.53% | 6.81%-4.3pp | 6625.40%-6622.9pp | 4.54%-2.0pp |
| Employer contribution / active EE | $1,387 | $1,544-10.1% | $2,266-38.8% | $1,882-26.3% |
| Participant deferral / active EE | $3,918 | $2,950+32.8% | $3,560+10.1% | $3,022+29.6% |
| Admin fee / account holder | $31 | $527-94.0% | $4,821-99.3% | $592-94.7% |