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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,174 |
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 | $39,729 | $62,928-36.9% | $172,753-77.0% | $67,582-41.2% |
| Participation rate | 81.0% | 64.5%+16.5pp | 82.6%-1.7pp | 71.3%+9.7pp |
| Annual return | 26.53% | 30.36%-3.8pp | 803.00%-776.5pp | 378.57%-352.0pp |
| Employer contribution / active EE | $983 | $1,636-39.9% | $5,144-80.9% | $2,148-54.2% |
| Participant deferral / active EE | $3,790 | $2,145+76.7% | $5,198-27.1% | $3,539+7.1% |
| Admin fee / account holder | $23 | $167-86.0% | $13,956-99.8% | $142-83.6% |