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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$187,853 |
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 | $158,148 | $88,874+77.9% | $123,553+28.0% | $75,289+110.1% |
| Participation rate | 89.8% | 75.9%+13.9pp | 82.3%+7.5pp | 72.4%+17.4pp |
| Annual return | -4.52% | 4.22%-8.7pp | 119.21%-123.7pp | -0.04%-4.5pp |
| Employer contribution / active EE | $7,447 | $3,256+128.7% | $4,628+60.9% | $2,405+209.7% |
| Participant deferral / active EE | $9,029 | $6,174+46.2% | $6,426+40.5% | $3,739+141.5% |
| Admin fee / account holder | -$115 | $95-222.1% | $9,284-101.2% | $102-212.8% |