| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $70,368 |
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 | $18,961 | $67,598-71.9% | $75,906-75.0% | $77,775-75.6% |
| Participation rate | 87.7% | 69.6%+18.2pp | 69.3%+18.4pp | 73.2%+14.5pp |
| Annual return | 61.52% | 23.18%+38.3pp | 30.73%+30.8pp | 32.58%+28.9pp |
| Employer contribution / active EE | $2,482 | $2,430+2.1% | $2,501-0.8% | $2,504-0.9% |
| Participant deferral / active EE | $5,631 | $3,502+60.8% | $3,604+56.3% | $3,966+42.0% |
| Admin fee / account holder | $17 | $96-82.0% | $5,421-99.7% | $100-82.7% |