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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,725 |
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 | $80,050 | $65,118+22.9% | $76,766+4.3% | $55,725+43.7% |
| Participation rate | 87.6% | 79.6%+8.0pp | 77.0%+10.6pp | 70.9%+16.7pp |
| Annual return | -4.94% | -1.27%-3.7pp | 2.43%-7.4pp | 244.93%-249.9pp |
| Employer contribution / active EE | $1,906 | $1,941-1.8% | $2,485-23.3% | $2,078-8.3% |
| Participant deferral / active EE | $5,854 | $3,688+58.7% | $3,851+52.0% | $3,356+74.5% |
| Admin fee / account holder | $18 | $116-84.1% | $6,675-99.7% | $115-84.0% |