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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,381 |
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 | $113,706 | $72,770+56.3% | $67,652+68.1% | $55,191+106.0% |
| Participation rate | 92.1% | 78.8%+13.3pp | 75.7%+16.4pp | 69.2%+22.9pp |
| Annual return | 2.22% | -3.26%+5.5pp | 6625.40%-6623.2pp | 10.78%-8.6pp |
| Employer contribution / active EE | $3,505 | $1,769+98.1% | $2,266+54.7% | $1,899+84.6% |
| Participant deferral / active EE | $6,659 | $3,408+95.4% | $3,560+87.1% | $3,046+118.6% |
| Admin fee / account holder | $18 | $79-76.6% | $4,821-99.6% | $91-79.7% |