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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,970 |
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 | $97,932 | $88,324+10.9% | $115,038-14.9% | $55,191+77.4% |
| Participation rate | 95.1% | 72.5%+22.6pp | 81.4%+13.8pp | 69.2%+26.0pp |
| Annual return | 0.64% | 6.30%-5.7pp | 26.14%-25.5pp | 10.78%-10.1pp |
| Employer contribution / active EE | $4,447 | $2,805+58.5% | $4,608-3.5% | $1,899+134.2% |
| Participant deferral / active EE | $6,660 | $5,042+32.1% | $6,026+10.5% | $3,046+118.6% |
| Admin fee / account holder | $33 | $105-68.3% | $8,175-99.6% | $91-63.2% |