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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,233 |
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 | $90,912 | $78,428+15.9% | $95,960-5.3% | $79,852+13.9% |
| Participation rate | 91.2% | 73.5%+17.7pp | 77.1%+14.1pp | 69.6%+21.6pp |
| Annual return | 34.26% | 19.37%+14.9pp | 91.63%-57.4pp | 31.72%+2.5pp |
| Employer contribution / active EE | $1,590 | $1,945-18.3% | $2,541-37.4% | $2,471-35.6% |
| Participant deferral / active EE | $5,753 | $3,440+67.2% | $4,167+38.1% | $3,740+53.8% |
| Admin fee / account holder | $59 | $5,622-99.0% | $6,797-99.1% | $5,306-98.9% |