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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,304 |
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 | $32,560 | $100,801-67.7% | $149,745-78.3% | $73,412-55.6% |
| Participation rate | 86.5% | 77.7%+8.8pp | 82.5%+4.0pp | 72.2%+14.3pp |
| Annual return | 35.43% | 265.34%-229.9pp | 276.72%-241.3pp | 59.30%-23.9pp |
| Employer contribution / active EE | $1,316 | $3,312-60.3% | $4,646-71.7% | $2,234-41.1% |
| Participant deferral / active EE | $8,608 | $6,404+34.4% | $6,843+25.8% | $3,806+126.2% |
| Admin fee / account holder | $7 | $181-96.4% | $9,312-99.9% | $158-95.9% |