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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,589 |
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 | $69,786 | $46,360+50.5% | $147,618-52.7% | $52,331+33.4% |
| Participation rate | 97.7% | 64.9%+32.8pp | 84.6%+13.1pp | 68.1%+29.6pp |
| Annual return | 0.17% | 1.62%-1.4pp | 61.98%-61.8pp | 4.54%-4.4pp |
| Employer contribution / active EE | $3,430 | $2,126+61.3% | $5,565-38.4% | $1,882+82.3% |
| Participant deferral / active EE | $2,903 | $2,258+28.6% | $4,895-40.7% | $3,022-3.9% |
| Admin fee / account holder | $13 | $766-98.2% | $11,612-99.9% | $592-97.7% |