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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,306 |
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 | $177,330 | $85,171+108.2% | $172,753+2.6% | $72,976+143.0% |
| Participation rate | 93.4% | 70.1%+23.3pp | 82.6%+10.8pp | 69.5%+23.9pp |
| Annual return | 21.70% | 27.32%-5.6pp | 803.00%-781.3pp | 81.02%-59.3pp |
| Employer contribution / active EE | $9,232 | $3,324+177.7% | $5,144+79.5% | $2,440+278.4% |
| Participant deferral / active EE | $5,230 | $3,260+60.4% | $5,198+0.6% | $3,608+45.0% |
| Admin fee / account holder | $29 | $5,880-99.5% | $13,956-99.8% | $5,124-99.4% |