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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,515 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $24,697 |
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 | $45,158 | $57,384-21.3% | $106,387-57.6% | $56,287-19.8% |
| Participation rate | 98.6% | 71.3%+27.3pp | 77.5%+21.1pp | 69.9%+28.7pp |
| Annual return | -3.74% | 5.91%-9.7pp | 0.25%-4.0pp | -9.96%+6.2pp |
| Employer contribution / active EE | $2,507 | $2,348+6.8% | $3,520-28.8% | $2,111+18.8% |
| Participant deferral / active EE | $4,766 | $3,799+25.5% | $5,421-12.1% | $3,350+42.3% |
| Admin fee / account holder | $265 | $566-53.2% | $7,510-96.5% | $521-49.1% |