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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $219 |
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 | $133,337 | $104,479+27.6% | $159,474-16.4% | $79,391+67.9% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 20.77% | 67.98%-47.2pp | 263.68%-242.9pp | 116.88%-96.1pp |
| Employer contribution / active EE | $6,799 | $3,417+99.0% | $4,831+40.7% | $2,428+180.0% |
| Participant deferral / active EE | $12,795 | $6,468+97.8% | $7,353+74.0% | $4,046+216.2% |
| Admin fee / account holder | $9 | $711-98.7% | $10,802-99.9% | $627-98.5% |