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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,200 |
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 | $58,718 | $100,041-41.3% | $149,718-60.8% | $70,131-16.3% |
| Participation rate | 94.2% | 83.6%+10.6pp | 87.1%+7.2pp | 69.5%+24.7pp |
| Annual return | 24.87% | 27.43%-2.6pp | 1501.70%-1476.8pp | 73.14%-48.3pp |
| Employer contribution / active EE | $13,159 | $3,662+259.4% | $5,444+141.7% | $2,342+461.8% |
| Participant deferral / active EE | $20,993 | $4,983+321.3% | $6,568+219.6% | $3,332+530.1% |
| Admin fee / account holder | $16 | $8,286-99.8% | $11,283-99.9% | $4,645-99.6% |