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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $261 |
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 | $78,681 | $72,177+9.0% | $115,038-31.6% | $59,633+31.9% |
| Participation rate | 92.9% | 72.6%+20.3pp | 81.4%+11.5pp | 68.7%+24.2pp |
| Annual return | -0.37% | 12.02%-12.4pp | 26.14%-26.5pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $1,260 | $2,841-55.6% | $4,608-72.6% | $2,203-42.8% |
| Participant deferral / active EE | $3,333 | $4,783-30.3% | $6,026-44.7% | $3,192+4.4% |
| Admin fee / account holder | $2 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |