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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,072 |
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 | $66,486 | $78,781-15.6% | $100,528-33.9% | $73,412-9.4% |
| Participation rate | 72.5% | 80.0%-7.5pp | 79.4%-6.9pp | 72.2%+0.3pp |
| Annual return | 22.11% | 31.69%-9.6pp | 30.90%-8.8pp | 59.30%-37.2pp |
| Employer contribution / active EE | $1,186 | $2,420-51.0% | $3,419-65.3% | $2,234-46.9% |
| Participant deferral / active EE | $7,651 | $6,537+17.0% | $6,271+22.0% | $3,806+101.1% |
| Admin fee / account holder | $9 | $145-93.7% | $8,084-99.9% | $158-94.2% |