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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,350 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,975 | $65,118+18.2% | $76,767+0.3% | $55,725+38.1% |
| Participation rate | 94.2% | 79.6%+14.6pp | 77.0%+17.2pp | 70.9%+23.4pp |
| Annual return | -7.02% | -1.27%-5.8pp | 2.43%-9.4pp | 244.93%-252.0pp |
| Employer contribution / active EE | $1,174 | $1,941-39.5% | $2,485-52.8% | $2,078-43.5% |
| Participant deferral / active EE | $8,793 | $3,688+138.4% | $3,852+128.3% | $3,356+162.0% |
| Admin fee / account holder | $2 | $116-98.4% | $6,675-100.0% | $115-98.4% |