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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,514 |
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 | $236,570 | $70,917+233.6% | $98,916+139.2% | $73,493+221.9% |
| Participation rate | 98.1% | 73.8%+24.2pp | 76.0%+22.0pp | 70.7%+27.4pp |
| Annual return | 34.33% | 34.18%+0.2pp | 196.45%-162.1pp | 28.51%+5.8pp |
| Employer contribution / active EE | $5,593 | $2,037+174.6% | $2,689+108.0% | $2,270+146.4% |
| Participant deferral / active EE | $15,066 | $3,501+330.3% | $4,245+254.9% | $3,740+302.8% |
| Admin fee / account holder | $162 | $535-69.7% | $6,642-97.6% | $513-68.4% |