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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,967 |
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 | $62,060 | $62,267-0.3% | $110,243-43.7% | $55,725+11.4% |
| Participation rate | 87.8% | 78.1%+9.7pp | 79.8%+8.0pp | 70.9%+17.0pp |
| Annual return | -5.82% | -1.07%-4.8pp | 314.76%-320.6pp | 244.93%-250.8pp |
| Employer contribution / active EE | $1,130 | $1,941-41.8% | $3,827-70.5% | $2,078-45.6% |
| Participant deferral / active EE | $2,843 | $3,516-19.1% | $4,672-39.2% | $3,356-15.3% |
| Admin fee / account holder | $14 | $121-88.4% | $8,548-99.8% | $115-87.9% |