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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,869 |
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 | $34,405 | $80,753-57.4% | $136,298-74.8% | $62,293-44.8% |
| Participation rate | 92.9% | 73.5%+19.4pp | 81.9%+11.0pp | 69.5%+23.4pp |
| Annual return | 28.80% | 35.83%-7.0pp | 5156.27%-5127.5pp | 28.90%-0.1pp |
| Employer contribution / active EE | $3,255 | $2,884+12.9% | $4,696-30.7% | $2,042+59.4% |
| Participant deferral / active EE | $6,115 | $5,164+18.4% | $6,247-2.1% | $3,169+93.0% |
| Admin fee / account holder | $9 | $525-98.3% | $9,244-99.9% | $479-98.2% |