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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $64,708 |
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 | $67,270 | $62,267+8.0% | $110,243-39.0% | $55,725+20.7% |
| Participation rate | 87.1% | 78.1%+9.0pp | 79.8%+7.3pp | 70.9%+16.3pp |
| Annual return | -4.69% | -1.07%-3.6pp | 314.76%-319.4pp | 244.93%-249.6pp |
| Employer contribution / active EE | $2,550 | $1,941+31.4% | $3,827-33.4% | $2,078+22.7% |
| Participant deferral / active EE | $5,112 | $3,516+45.4% | $4,672+9.4% | $3,356+52.4% |
| Admin fee / account holder | $99 | $121-18.0% | $8,548-98.8% | $115-14.0% |