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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,834 |
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 | $42,262 | $48,277-12.5% | $63,244-33.2% | $55,191-23.4% |
| Participation rate | 96.7% | 69.4%+27.3pp | 71.0%+25.7pp | 69.2%+27.5pp |
| Annual return | 1.17% | 2.37%-1.2pp | -70.31%+71.5pp | 10.78%-9.6pp |
| Employer contribution / active EE | $2,761 | $1,592+73.4% | $2,322+18.9% | $1,899+45.4% |
| Participant deferral / active EE | $2,470 | $2,432+1.6% | $2,953-16.4% | $3,046-18.9% |
| Admin fee / account holder | $31 | $86-64.3% | $5,893-99.5% | $91-66.2% |