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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,190 |
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 | $35,690 | $47,977-25.6% | $154,108-76.8% | $56,289-36.6% |
| Participation rate | 77.5% | 66.2%+11.3pp | 83.0%-5.6pp | 69.9%+7.6pp |
| Annual return | -6.15% | 3.54%-9.7pp | 735.21%-741.4pp | -9.96%+3.8pp |
| Employer contribution / active EE | $908 | $2,169-58.1% | $5,298-82.9% | $2,111-57.0% |
| Participant deferral / active EE | $3,830 | $2,392+60.1% | $5,081-24.6% | $3,350+14.3% |
| Admin fee / account holder | $28 | $438-93.6% | $13,411-99.8% | $521-94.6% |