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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,952 |
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 | $87,448 | $69,159+26.4% | $125,195-30.2% | $67,584+29.4% |
| Participation rate | 96.1% | 78.2%+17.9pp | 79.8%+16.3pp | 71.3%+24.8pp |
| Annual return | 24.20% | 27.12%-2.9pp | 43.79%-19.6pp | 378.59%-354.4pp |
| Employer contribution / active EE | $1,722 | $2,023-14.9% | $3,866-55.5% | $2,148-19.8% |
| Participant deferral / active EE | $5,193 | $3,700+40.4% | $4,937+5.2% | $3,540+46.7% |
| Admin fee / account holder | $11 | $142-92.3% | $9,704-99.9% | $142-92.3% |