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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $103,643 |
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 | $70,469 | $71,957-2.1% | $67,652+4.2% | $59,188+19.1% |
| Participation rate | 87.1% | 82.7%+4.5pp | 75.7%+11.5pp | 69.4%+17.7pp |
| Annual return | 1.71% | 8.53%-6.8pp | 6625.40%-6623.7pp | 5.51%-3.8pp |
| Employer contribution / active EE | $3,291 | $2,432+35.3% | $2,266+45.3% | $2,098+56.9% |
| Participant deferral / active EE | $4,427 | $4,211+5.1% | $3,560+24.4% | $3,265+35.6% |
| Admin fee / account holder | $41 | $64-36.4% | $4,821-99.2% | $92-55.7% |