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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,444 |
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 | $132,388 | $65,376+102.5% | $87,104+52.0% | $65,185+103.1% |
| Participation rate | 75.6% | 75.3%+0.3pp | 76.9%-1.3pp | 70.2%+5.4pp |
| Annual return | 23.34% | 31.27%-7.9pp | 28.19%-4.9pp | 29.38%-6.0pp |
| Employer contribution / active EE | $1,560 | $1,822-14.4% | $2,521-38.1% | $2,177-28.3% |
| Participant deferral / active EE | $3,168 | $3,388-6.5% | $4,048-21.7% | $3,514-9.8% |
| Admin fee / account holder | $34 | $520-93.5% | $7,491-99.5% | $847-96.0% |