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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,176 |
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 | $126,372 | $80,753+56.5% | $136,297-7.3% | $62,293+102.9% |
| Participation rate | 94.0% | 73.5%+20.4pp | 81.9%+12.0pp | 69.5%+24.4pp |
| Annual return | 17.89% | 35.83%-17.9pp | 5156.16%-5138.3pp | 28.90%-11.0pp |
| Employer contribution / active EE | $4,378 | $2,884+51.8% | $4,696-6.8% | $2,042+114.4% |
| Participant deferral / active EE | $8,785 | $5,164+70.1% | $6,247+40.6% | $3,169+177.2% |
| Admin fee / account holder | $25 | $525-95.3% | $9,244-99.7% | $479-94.8% |