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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,219 |
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 | $25,385 | $88,324-71.3% | $115,037-77.9% | $55,191-54.0% |
| Participation rate | 97.0% | 72.5%+24.5pp | 81.4%+15.7pp | 69.2%+27.9pp |
| Annual return | 1.49% | 6.30%-4.8pp | 26.14%-24.7pp | 10.78%-9.3pp |
| Employer contribution / active EE | $2,987 | $2,805+6.5% | $4,608-35.2% | $1,899+57.3% |
| Participant deferral / active EE | $6,355 | $5,042+26.0% | $6,026+5.5% | $3,046+108.6% |
| Admin fee / account holder | $10 | $105-90.3% | $8,175-99.9% | $91-88.8% |