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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,035 |
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 | $62,374 | $57,096+9.2% | $94,229-33.8% | $55,191+13.0% |
| Participation rate | 76.6% | 75.7%+0.9pp | 78.8%-2.2pp | 69.2%+7.4pp |
| Annual return | 1.96% | 159.65%-157.7pp | 10.68%-8.7pp | 10.78%-8.8pp |
| Employer contribution / active EE | $994 | $1,708-41.8% | $3,587-72.3% | $1,899-47.6% |
| Participant deferral / active EE | $2,424 | $3,165-23.4% | $4,320-43.9% | $3,046-20.4% |
| Admin fee / account holder | $13 | $89-85.4% | $6,269-99.8% | $91-85.7% |