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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,030 |
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 | $64,751 | $75,183-13.9% | $123,894-47.7% | $55,167+17.4% |
| Participation rate | 92.8% | 72.8%+19.9pp | 81.4%+11.3pp | 69.0%+23.8pp |
| Annual return | 12.27% | 19.01%-6.7pp | 47.52%-35.2pp | 169.23%-157.0pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $7,926 | $5,084+55.9% | $5,984+32.5% | $3,054+159.5% |
| Admin fee / account holder | $24 | $663-96.4% | $8,357-99.7% | $504-95.3% |