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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,850 |
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 | $25,009 | $38,969-35.8% | $109,313-77.1% | $55,167-54.7% |
| Participation rate | 93.8% | 58.2%+35.5pp | 71.3%+22.5pp | 69.0%+24.8pp |
| Annual return | 8.04% | 8.26%-0.2pp | 22.07%-14.0pp | 169.23%-161.2pp |
| Employer contribution / active EE | $2,283 | $1,227+86.1% | $3,892-41.3% | $1,963+16.3% |
| Participant deferral / active EE | $5,032 | $2,176+131.3% | $3,166+58.9% | $3,054+64.7% |
| Admin fee / account holder | $14 | $501-97.3% | $5,666-99.8% | $504-97.3% |