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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,819 |
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 | $101,336 | $57,108+77.4% | $94,229+7.5% | $52,331+93.6% |
| Participation rate | 86.3% | 72.9%+13.3pp | 78.8%+7.5pp | 68.1%+18.1pp |
| Annual return | -1.62% | 1.47%-3.1pp | 10.68%-12.3pp | 4.54%-6.2pp |
| Employer contribution / active EE | $2,842 | $1,735+63.8% | $3,587-20.8% | $1,882+51.0% |
| Participant deferral / active EE | $8,909 | $3,040+193.1% | $4,320+106.2% | $3,022+194.8% |
| Admin fee / account holder | $34 | $546-93.7% | $6,269-99.5% | $592-94.2% |