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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,673 |
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 | $184,358 | $123,793+48.9% | $177,840+3.7% | $79,852+130.9% |
| Participation rate | 95.7% | 84.7%+11.0pp | 87.7%+8.0pp | 69.6%+26.1pp |
| Annual return | 15.18% | 22.82%-7.6pp | 48.32%-33.1pp | 31.72%-16.5pp |
| Employer contribution / active EE | $14,665 | $4,095+258.1% | $5,919+147.8% | $2,471+493.5% |
| Participant deferral / active EE | $13,392 | $5,956+124.8% | $7,714+73.6% | $3,740+258.0% |
| Admin fee / account holder | $213 | $7,243-97.1% | $12,431-98.3% | $5,306-96.0% |