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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,257 |
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 | $144,744 | $73,638+96.6% | $95,960+50.8% | $73,493+97.0% |
| Participation rate | 72.1% | 76.2%-4.1pp | 77.1%-5.0pp | 70.7%+1.4pp |
| Annual return | 18.45% | 16.78%+1.7pp | 91.63%-73.2pp | 28.51%-10.1pp |
| Employer contribution / active EE | $1,387 | $1,863-25.6% | $2,541-45.4% | $2,270-38.9% |
| Participant deferral / active EE | $2,923 | $3,617-19.2% | $4,167-29.8% | $3,740-21.8% |
| Admin fee / account holder | $35 | $482-92.8% | $6,797-99.5% | $513-93.3% |