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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $575 |
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 | $88,440 | $53,412+65.6% | $68,509+29.1% | $52,331+69.0% |
| Participation rate | 74.2% | 71.7%+2.5pp | 74.7%-0.5pp | 68.1%+6.1pp |
| Annual return | -0.26% | 3.42%-3.7pp | 8.27%-8.5pp | 4.54%-4.8pp |
| Employer contribution / active EE | $951 | $1,607-40.8% | $2,278-58.3% | $1,882-49.5% |
| Participant deferral / active EE | $3,948 | $2,688+46.9% | $3,382+16.7% | $3,022+30.6% |
| Admin fee / account holder | $7 | $461-98.5% | $5,275-99.9% | $592-98.8% |