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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,275 |
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 | $36,518 | $50,498-27.7% | $75,784-51.8% | $55,191-33.8% |
| Participation rate | 94.0% | 69.4%+24.6pp | 75.8%+18.2pp | 69.2%+24.9pp |
| Annual return | 0.05% | 1.80%-1.7pp | 9.68%-9.6pp | 10.78%-10.7pp |
| Employer contribution / active EE | $2,397 | $2,291+4.6% | $3,323-27.9% | $1,899+26.2% |
| Participant deferral / active EE | $4,641 | $2,589+79.2% | $3,652+27.1% | $3,046+52.3% |
| Admin fee / account holder | $19 | $123-84.8% | $5,300-99.6% | $91-79.4% |