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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$52,751 |
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 | $82,687 | $88,324-6.4% | $115,037-28.1% | $55,191+49.8% |
| Participation rate | 79.7% | 72.5%+7.2pp | 81.4%-1.7pp | 69.2%+10.5pp |
| Annual return | 4.94% | 6.30%-1.4pp | 26.14%-21.2pp | 10.78%-5.8pp |
| Employer contribution / active EE | $2,432 | $2,805-13.3% | $4,608-47.2% | $1,899+28.1% |
| Participant deferral / active EE | $8,800 | $5,042+74.5% | $6,026+46.0% | $3,046+188.9% |
| Admin fee / account holder | -$71 | $105-167.2% | $8,175-100.9% | $91-178.0% |