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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 37 · EIN 74-1625348 | Loan Processing | $639 |
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 | $35,776 | $39,125-8.6% | $57,183-37.4% | $62,881-43.1% |
| Participation rate | 87.5% | 70.5%+17.0pp | 75.3%+12.2pp | 69.3%+18.2pp |
| Annual return | 9.82% | 9.24%+0.6pp | 14.59%-4.8pp | 20.14%-10.3pp |
| Employer contribution / active EE | $1,069 | $1,874-43.0% | $2,682-60.2% | $2,281-53.1% |
| Participant deferral / active EE | $3,362 | $2,374+41.6% | $3,096+8.6% | $3,203+5.0% |
| Admin fee / account holder | $0 | $2,593-100.0% | $3,139-100.0% | $4,296-100.0% |