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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,258 |
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 | $33,052 | $37,196-11.1% | $154,108-78.6% | $55,725-40.7% |
| Participation rate | 93.4% | 64.1%+29.3pp | 83.0%+10.3pp | 70.9%+22.5pp |
| Annual return | 0.00% | 1319.68%-1319.7pp | 735.21%-735.2pp | 244.93%-244.9pp |
| Employer contribution / active EE | $5,007 | $1,614+210.2% | $5,298-5.5% | $2,078+141.0% |
| Participant deferral / active EE | $3,509 | $2,068+69.7% | $5,081-30.9% | $3,356+4.6% |
| Admin fee / account holder | $24 | $102-76.3% | $13,411-99.8% | $115-79.1% |