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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,718 |
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 | $235,614 | $60,349+290.4% | $74,184+217.6% | $62,881+274.7% |
| Participation rate | 97.2% | 72.7%+24.5pp | 76.6%+20.6pp | 69.3%+27.9pp |
| Annual return | 5.22% | 21.38%-16.2pp | 17.74%-12.5pp | 20.14%-14.9pp |
| Employer contribution / active EE | $7,019 | $1,680+317.7% | $2,370+196.2% | $2,281+207.7% |
| Participant deferral / active EE | $7,537 | $2,856+163.9% | $3,550+112.3% | $3,203+135.3% |
| Admin fee / account holder | $70 | $4,261-98.3% | $5,586-98.7% | $4,296-98.4% |