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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,062 |
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 | $191,566 | $71,666+167.3% | $117,861+62.5% | $69,631+175.1% |
| Participation rate | 90.6% | 77.5%+13.1pp | 79.7%+11.0pp | 70.7%+19.9pp |
| Annual return | 19.81% | 18.86%+0.9pp | 335.11%-315.3pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $2,523 | $1,889+33.5% | $3,786-33.4% | $2,032+24.1% |
| Participant deferral / active EE | $6,584 | $3,340+97.1% | $4,482+46.9% | $3,224+104.2% |
| Admin fee / account holder | $14 | $120-88.6% | $8,021-99.8% | $110-87.6% |