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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,394 |
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 | $97,411 | $63,924+52.4% | $108,582-10.3% | $55,167+76.6% |
| Participation rate | 83.1% | 74.3%+8.7pp | 79.6%+3.5pp | 69.0%+14.1pp |
| Annual return | 8.16% | 15.31%-7.1pp | -51.70%+59.9pp | 169.23%-161.1pp |
| Employer contribution / active EE | $2,995 | $1,879+59.4% | $3,758-20.3% | $1,963+52.6% |
| Participant deferral / active EE | $8,949 | $3,067+191.8% | $4,311+107.6% | $3,054+193.0% |
| Admin fee / account holder | $38 | $618-93.8% | $7,645-99.5% | $504-92.4% |