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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,578 |
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 | $87,491 | $89,652-2.4% | $141,197-38.0% | $65,186+34.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 29.86% | 32.79%-2.9pp | 71.41%-41.5pp | 29.39%+0.5pp |
| Employer contribution / active EE | $5,694 | $3,065+85.8% | $4,736+20.2% | $2,177+161.6% |
| Participant deferral / active EE | $10,680 | $5,691+87.7% | $6,710+59.2% | $3,514+203.9% |
| Admin fee / account holder | $26 | $569-95.5% | $10,265-99.7% | $847-97.0% |