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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,187 |
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 | $61,530 | $64,909-5.2% | $82,312-25.2% | $62,293-1.2% |
| Participation rate | 77.0% | 74.9%+2.1pp | 76.9%+0.1pp | 69.5%+7.5pp |
| Annual return | 22.84% | 21.18%+1.7pp | 25.88%-3.0pp | 28.90%-6.1pp |
| Employer contribution / active EE | $1,320 | $1,676-21.2% | $2,428-45.6% | $2,042-35.3% |
| Participant deferral / active EE | $3,830 | $3,103+23.4% | $3,706+3.4% | $3,169+20.9% |
| Admin fee / account holder | $60 | $440-86.3% | $5,608-98.9% | $479-87.4% |