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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,238 |
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 | $66,075 | $81,494-18.9% | $133,978-50.7% | $73,497-10.1% |
| Participation rate | 94.9% | 76.4%+18.5pp | 79.8%+15.1pp | 70.7%+24.2pp |
| Annual return | 16.25% | 19.40%-3.2pp | 45.10%-28.8pp | 28.51%-12.3pp |
| Employer contribution / active EE | $840 | $2,210-62.0% | $3,919-78.6% | $2,270-63.0% |
| Participant deferral / active EE | $5,218 | $3,787+37.8% | $5,047+3.4% | $3,740+39.5% |
| Admin fee / account holder | $27 | $713-96.3% | $8,930-99.7% | $513-94.8% |