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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,231 |
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 | $43,367 | $63,924-32.2% | $108,582-60.1% | $55,167-21.4% |
| Participation rate | 95.7% | 74.3%+21.4pp | 79.6%+16.1pp | 69.0%+26.7pp |
| Annual return | 7.22% | 15.31%-8.1pp | -51.70%+58.9pp | 169.23%-162.0pp |
| Employer contribution / active EE | $734 | $1,879-60.9% | $3,758-80.5% | $1,963-62.6% |
| Participant deferral / active EE | $4,423 | $3,067+44.2% | $4,311+2.6% | $3,054+44.8% |
| Admin fee / account holder | $25 | $618-95.9% | $7,645-99.7% | $504-95.0% |