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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,488 |
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 | $108,945 | $62,583+74.1% | $76,767+41.9% | $64,173+69.8% |
| Participation rate | 95.8% | 72.8%+23.0pp | 77.0%+18.8pp | 69.6%+26.2pp |
| Annual return | -4.89% | -1.95%-2.9pp | 2.43%-7.3pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,701 | $1,832+47.4% | $2,485+8.7% | $2,381+13.4% |
| Participant deferral / active EE | $5,231 | $3,145+66.3% | $3,852+35.8% | $3,470+50.8% |
| Admin fee / account holder | $53 | $4,667-98.9% | $6,675-99.2% | $4,887-98.9% |