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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,172 |
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 | $102,956 | $80,177+28.4% | $123,894-16.9% | $57,658+78.6% |
| Participation rate | 89.1% | 74.4%+14.6pp | 81.4%+7.7pp | 70.2%+18.9pp |
| Annual return | 8.49% | 17.90%-9.4pp | 47.52%-39.0pp | 5.13%+3.4pp |
| Employer contribution / active EE | $4,191 | $2,913+43.9% | $4,617-9.2% | $1,974+112.3% |
| Participant deferral / active EE | $6,176 | $5,130+20.4% | $5,984+3.2% | $3,061+101.8% |
| Admin fee / account holder | $57 | $106-46.3% | $8,357-99.3% | $95-39.7% |