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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $74,587 |
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 | $104,675 | $85,135+23.0% | $98,920+5.8% | $73,412+42.6% |
| Participation rate | 99.4% | 81.1%+18.3pp | 76.0%+23.4pp | 72.2%+27.2pp |
| Annual return | 20.63% | 19.14%+1.5pp | 196.47%-175.8pp | 59.30%-38.7pp |
| Employer contribution / active EE | $7,108 | $2,721+161.2% | $2,689+164.3% | $2,234+218.2% |
| Participant deferral / active EE | $10,899 | $4,349+150.6% | $4,245+156.8% | $3,806+186.4% |
| Admin fee / account holder | $115 | $139-17.5% | $6,643-98.3% | $158-27.2% |