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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,554 |
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 | $63,184 | $70,002-9.7% | $115,038-45.1% | $52,331+20.7% |
| Participation rate | 98.2% | 72.1%+26.1pp | 81.4%+16.8pp | 68.1%+30.1pp |
| Annual return | 0.50% | 4.04%-3.5pp | 26.14%-25.6pp | 4.54%-4.0pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $8,219 | $4,920+67.1% | $6,026+36.4% | $3,022+172.0% |
| Admin fee / account holder | $25 | $566-95.5% | $8,175-99.7% | $592-95.7% |