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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,321 |
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 | $212,024 | $91,198+132.5% | $178,503+18.8% | $79,856+165.5% |
| Participation rate | 90.8% | 69.2%+21.6pp | 81.9%+8.9pp | 69.6%+21.1pp |
| Annual return | 14.94% | 24.20%-9.3pp | 151.12%-136.2pp | 31.71%-16.8pp |
| Employer contribution / active EE | $10,046 | $3,257+208.5% | $5,011+100.5% | $2,471+306.5% |
| Participant deferral / active EE | $5,740 | $3,237+77.4% | $5,202+10.3% | $3,741+53.5% |
| Admin fee / account holder | $29 | $6,748-99.6% | $13,987-99.8% | $5,306-99.5% |