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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,119 |
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 | $108,379 | $64,909+67.0% | $82,312+31.7% | $62,293+74.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.67% | 21.18%-5.5pp | 25.88%-10.2pp | 28.90%-13.2pp |
| Employer contribution / active EE | $2,493 | $1,676+48.8% | $2,428+2.7% | $2,042+22.1% |
| Participant deferral / active EE | $4,324 | $3,103+39.3% | $3,706+16.7% | $3,169+36.5% |
| Admin fee / account holder | $41 | $440-90.6% | $5,608-99.3% | $479-91.4% |