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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,715 |
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 | $54,582 | $43,423+25.7% | $78,676-30.6% | $55,167-1.1% |
| Participation rate | 73.4% | 68.0%+5.4pp | 73.6%-0.1pp | 69.0%+4.4pp |
| Annual return | 7.81% | 11.53%-3.7pp | 62.19%-54.4pp | 169.23%-161.4pp |
| Employer contribution / active EE | $804 | $1,997-59.8% | $2,850-71.8% | $1,963-59.1% |
| Participant deferral / active EE | $2,455 | $2,509-2.1% | $3,517-30.2% | $3,054-19.6% |
| Admin fee / account holder | $42 | $416-90.0% | $4,510-99.1% | $504-91.7% |