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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,226 |
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 | $39,823 | $85,635-53.5% | $123,894-67.9% | $63,975-37.8% |
| Participation rate | 95.9% | 74.9%+20.9pp | 81.4%+14.5pp | 71.1%+24.7pp |
| Annual return | 245.69% | 15.74%+230.0pp | 47.52%+198.2pp | 48.65%+197.0pp |
| Employer contribution / active EE | $2,155 | $3,076-30.0% | $4,617-53.3% | $2,182-1.2% |
| Participant deferral / active EE | $5,914 | $5,667+4.4% | $5,984-1.2% | $3,356+76.2% |
| Admin fee / account holder | $38 | $75-48.7% | $8,357-99.5% | $70-45.5% |