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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,929 |
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 | $67,967 | $60,165+13.0% | $74,184-8.4% | $55,167+23.2% |
| Participation rate | 92.4% | 74.2%+18.3pp | 76.6%+15.8pp | 69.0%+23.4pp |
| Annual return | 6.51% | 10.00%-3.5pp | 17.74%-11.2pp | 169.23%-162.7pp |
| Employer contribution / active EE | $1,954 | $1,600+22.1% | $2,370-17.6% | $1,963-0.5% |
| Participant deferral / active EE | $4,355 | $2,973+46.5% | $3,550+22.7% | $3,054+42.6% |
| Admin fee / account holder | $59 | $419-86.0% | $5,586-99.0% | $504-88.4% |