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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,611 |
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 | $140,385 | $63,905+119.7% | $74,184+89.2% | $57,658+143.5% |
| Participation rate | 98.4% | 79.8%+18.7pp | 76.6%+21.8pp | 70.2%+28.2pp |
| Annual return | 6.79% | 60.60%-53.8pp | 17.74%-10.9pp | 5.13%+1.7pp |
| Employer contribution / active EE | $2,361 | $1,840+28.3% | $2,370-0.4% | $1,974+19.6% |
| Participant deferral / active EE | $5,129 | $3,448+48.8% | $3,550+44.5% | $3,061+67.6% |
| Admin fee / account holder | $14 | $91-84.5% | $5,586-99.7% | $95-85.1% |