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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $22,864 |
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 | $51,610 | $52,961-2.6% | $172,752-70.1% | $65,185-20.8% |
| Participation rate | 94.0% | 66.2%+27.8pp | 82.6%+11.4pp | 70.2%+23.8pp |
| Annual return | 20.95% | 30.12%-9.2pp | 802.97%-782.0pp | 29.38%-8.4pp |
| Employer contribution / active EE | $1,914 | $2,190-12.6% | $5,144-62.8% | $2,177-12.1% |
| Participant deferral / active EE | $5,496 | $2,471+122.4% | $5,198+5.7% | $3,514+56.4% |
| Admin fee / account holder | $2 | $472-99.6% | $13,955-100.0% | $847-99.8% |