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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,266 |
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 | $73,729 | $78,781-6.4% | $100,535-26.7% | $73,412+0.4% |
| Participation rate | 97.0% | 80.0%+16.9pp | 79.4%+17.5pp | 72.2%+24.8pp |
| Annual return | 56.86% | 31.69%+25.2pp | 30.90%+26.0pp | 59.30%-2.4pp |
| Employer contribution / active EE | $2,101 | $2,420-13.1% | $3,419-38.5% | $2,234-5.9% |
| Participant deferral / active EE | $3,979 | $6,537-39.1% | $6,271-36.6% | $3,806+4.5% |
| Admin fee / account holder | $42 | $145-71.4% | $8,085-99.5% | $158-73.7% |