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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,456 |
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 | $42,173 | $52,293-19.4% | $178,503-76.4% | $73,412-42.6% |
| Participation rate | 83.5% | 65.3%+18.2pp | 81.9%+1.6pp | 72.2%+11.4pp |
| Annual return | 21.13% | 34.75%-13.6pp | 151.12%-130.0pp | 59.30%-38.2pp |
| Employer contribution / active EE | $1,095 | $1,736-36.9% | $5,011-78.1% | $2,234-51.0% |
| Participant deferral / active EE | $4,276 | $2,333+83.3% | $5,202-17.8% | $3,806+12.4% |
| Admin fee / account holder | $23 | $127-81.6% | $13,987-99.8% | $158-85.1% |