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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,225 |
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 | $93,139 | $78,781+18.2% | $100,535-7.4% | $73,412+26.9% |
| Participation rate | 79.8% | 80.0%-0.2pp | 79.4%+0.4pp | 72.2%+7.7pp |
| Annual return | 14.58% | 31.69%-17.1pp | 30.90%-16.3pp | 59.30%-44.7pp |
| Employer contribution / active EE | $569 | $2,420-76.5% | $3,419-83.3% | $2,234-74.5% |
| Participant deferral / active EE | $5,356 | $6,537-18.1% | $6,271-14.6% | $3,806+40.7% |
| Admin fee / account holder | $17 | $145-88.1% | $8,085-99.8% | $158-89.1% |