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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $25,956 |
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 | $60,232 | $58,888+2.3% | $178,499-66.3% | $73,493-18.0% |
| Participation rate | 93.2% | 66.2%+27.0pp | 81.9%+11.3pp | 70.7%+22.5pp |
| Annual return | 19.27% | 24.86%-5.6pp | 151.10%-131.8pp | 28.51%-9.2pp |
| Employer contribution / active EE | $1,908 | $2,236-14.7% | $5,011-61.9% | $2,270-16.0% |
| Participant deferral / active EE | $5,352 | $2,568+108.4% | $5,202+2.9% | $3,740+43.1% |
| Admin fee / account holder | $1 | $400-99.7% | $13,986-100.0% | $513-99.8% |