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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 | $100,060-41.3% | $149,721-60.8% | $70,126-16.3% |
| Participation rate | 94.2% | 83.6%+10.6pp | 87.1%+7.2pp | 69.5%+24.7pp |
| Annual return | 24.87% | 27.46%-2.6pp | 1501.67%-1476.8pp | 73.15%-48.3pp |
| Employer contribution / active EE | $13,159 | $3,661+259.4% | $5,444+141.7% | $2,343+461.8% |
| Participant deferral / active EE | $20,993 | $4,982+321.4% | $6,568+219.6% | $3,332+530.1% |
| Admin fee / account holder | $16 | $8,285-99.8% | $11,282-99.9% | $4,645-99.6% |