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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,531 |
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 | $136,117 | $64,909+109.7% | $82,312+65.4% | $62,293+118.5% |
| Participation rate | 97.5% | 74.9%+22.6pp | 76.9%+20.6pp | 69.5%+28.0pp |
| Annual return | 17.11% | 21.18%-4.1pp | 25.88%-8.8pp | 28.90%-11.8pp |
| Employer contribution / active EE | $2,172 | $1,676+29.6% | $2,428-10.6% | $2,042+6.4% |
| Participant deferral / active EE | $5,992 | $3,103+93.1% | $3,706+61.7% | $3,169+89.1% |
| Admin fee / account holder | $8 | $440-98.1% | $5,608-99.9% | $479-98.3% |