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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,225 |
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 | $62,175 | $86,341-28.0% | $125,195-50.3% | $65,186-4.6% |
| Participation rate | 84.3% | 75.3%+9.0pp | 79.8%+4.5pp | 70.2%+14.1pp |
| Annual return | 23.17% | 27.44%-4.3pp | 43.79%-20.6pp | 29.39%-6.2pp |
| Employer contribution / active EE | $729 | $2,040-64.2% | $3,866-81.1% | $2,177-66.5% |
| Participant deferral / active EE | $5,235 | $3,538+47.9% | $4,937+6.0% | $3,514+49.0% |
| Admin fee / account holder | $29 | $609-95.3% | $9,704-99.7% | $847-96.6% |