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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,985 |
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 | $48,823 | $63,924-23.6% | $108,582-55.0% | $55,167-11.5% |
| Participation rate | 85.2% | 74.3%+10.9pp | 79.6%+5.6pp | 69.0%+16.2pp |
| Annual return | 7.04% | 15.31%-8.3pp | -51.70%+58.7pp | 169.23%-162.2pp |
| Employer contribution / active EE | $1,971 | $1,879+4.9% | $3,758-47.5% | $1,963+0.4% |
| Participant deferral / active EE | $3,740 | $3,067+22.0% | $4,311-13.2% | $3,054+22.5% |
| Admin fee / account holder | $103 | $618-83.4% | $7,645-98.7% | $504-79.6% |