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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,143 |
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 | $50,304 | $94,529-46.8% | $140,019-64.1% | $64,181-21.6% |
| Participation rate | 91.6% | 84.1%+7.5pp | 87.5%+4.1pp | 69.6%+22.0pp |
| Annual return | -1.30% | 7.77%-9.1pp | 651.15%-652.5pp | 7.63%-8.9pp |
| Employer contribution / active EE | $4,070 | $3,812+6.8% | $5,605-27.4% | $2,381+71.0% |
| Participant deferral / active EE | $8,625 | $5,250+64.3% | $6,927+24.5% | $3,470+148.6% |
| Admin fee / account holder | $46 | $6,741-99.3% | $10,705-99.6% | $4,887-99.1% |