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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $24,997 |
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 | $66,699 | $91,198-26.9% | $178,503-62.6% | $79,856-16.5% |
| Participation rate | 71.4% | 69.2%+2.2pp | 81.9%-10.5pp | 69.6%+1.8pp |
| Annual return | 13.83% | 24.20%-10.4pp | 151.12%-137.3pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,098 | $3,257-66.3% | $5,011-78.1% | $2,471-55.6% |
| Participant deferral / active EE | $1,821 | $3,237-43.7% | $5,202-65.0% | $3,741-51.3% |
| Admin fee / account holder | $3 | $6,748-100.0% | $13,987-100.0% | $5,306-99.9% |