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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,216 |
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 | $101,423 | $58,093+74.6% | $80,022+26.7% | $56,289+80.2% |
| Participation rate | 98.2% | 73.6%+24.6pp | 75.8%+22.4pp | 69.9%+28.4pp |
| Annual return | -4.84% | 34.63%-39.5pp | 11.22%-16.1pp | -9.96%+5.1pp |
| Employer contribution / active EE | $4,734 | $1,933+145.0% | $2,468+91.8% | $2,111+124.3% |
| Participant deferral / active EE | $6,000 | $3,136+91.3% | $3,686+62.8% | $3,350+79.1% |
| Admin fee / account holder | $146 | $623-76.5% | $6,521-97.8% | $521-71.9% |