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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,519 |
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 | $39,803 | $57,108-30.3% | $94,229-57.8% | $52,331-23.9% |
| Participation rate | 91.5% | 72.9%+18.6pp | 78.8%+12.8pp | 68.1%+23.4pp |
| Annual return | 0.13% | 1.47%-1.3pp | 10.68%-10.6pp | 4.54%-4.4pp |
| Employer contribution / active EE | $750 | $1,735-56.8% | $3,587-79.1% | $1,882-60.2% |
| Participant deferral / active EE | $4,629 | $3,040+52.3% | $4,320+7.2% | $3,022+53.2% |
| Admin fee / account holder | $23 | $546-95.8% | $6,269-99.6% | $592-96.1% |