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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,041 |
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 | $99,511 | $78,419+26.9% | $133,982-25.7% | $73,415+35.5% |
| Participation rate | 96.7% | 78.6%+18.1pp | 79.8%+16.9pp | 72.2%+24.6pp |
| Annual return | 77.67% | 33.35%+44.3pp | 45.10%+32.6pp | 59.30%+18.4pp |
| Employer contribution / active EE | $710 | $2,044-65.3% | $3,919-81.9% | $2,234-68.2% |
| Participant deferral / active EE | $3,849 | $3,925-1.9% | $5,047-23.7% | $3,806+1.1% |
| Admin fee / account holder | $7 | $161-95.6% | $8,930-99.9% | $158-95.5% |