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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $875 |
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 | $94,573 | $56,640+67.0% | $78,002+21.2% | $55,167+71.4% |
| Participation rate | 79.8% | 73.3%+6.5pp | 75.5%+4.3pp | 69.0%+10.8pp |
| Annual return | 9.69% | 2868.48%-2858.8pp | 425.99%-416.3pp | 169.23%-159.5pp |
| Employer contribution / active EE | $730 | $1,724-57.6% | $2,470-70.4% | $1,963-62.8% |
| Participant deferral / active EE | $4,362 | $2,778+57.0% | $3,497+24.8% | $3,054+42.8% |
| Admin fee / account holder | $17 | $467-96.4% | $5,481-99.7% | $504-96.7% |