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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $780 |
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 | $110,086 | $72,492+51.9% | $87,102+26.4% | $72,983+50.8% |
| Participation rate | 96.4% | 72.8%+23.6pp | 76.9%+19.6pp | 69.5%+26.9pp |
| Annual return | 24.09% | 24.46%-0.4pp | 28.19%-4.1pp | 81.01%-56.9pp |
| Employer contribution / active EE | $2,213 | $1,894+16.8% | $2,521-12.2% | $2,440-9.3% |
| Participant deferral / active EE | $7,067 | $3,270+116.2% | $4,048+74.6% | $3,608+95.9% |
| Admin fee / account holder | $8 | $5,055-99.8% | $7,491-99.9% | $5,124-99.8% |