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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,478 |
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 | $71,431 | $62,267+14.7% | $110,243-35.2% | $55,727+28.2% |
| Participation rate | 96.8% | 78.1%+18.7pp | 79.8%+17.0pp | 70.9%+26.0pp |
| Annual return | -4.34% | -1.07%-3.3pp | 314.76%-319.1pp | 244.94%-249.3pp |
| Employer contribution / active EE | $1,805 | $1,941-7.0% | $3,827-52.8% | $2,078-13.1% |
| Participant deferral / active EE | $4,952 | $3,516+40.8% | $4,672+6.0% | $3,356+47.6% |
| Admin fee / account holder | $11 | $121-90.6% | $8,548-99.9% | $115-90.2% |