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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,881 |
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 | $87,354 | $64,909+34.6% | $82,312+6.1% | $62,293+40.2% |
| Participation rate | 94.8% | 74.9%+20.0pp | 76.9%+17.9pp | 69.5%+25.3pp |
| Annual return | 20.75% | 21.18%-0.4pp | 25.88%-5.1pp | 28.90%-8.1pp |
| Employer contribution / active EE | $2,088 | $1,676+24.6% | $2,428-14.0% | $2,042+2.2% |
| Participant deferral / active EE | $3,452 | $3,103+11.2% | $3,706-6.9% | $3,169+8.9% |
| Admin fee / account holder | $29 | $440-93.3% | $5,608-99.5% | $479-93.9% |