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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $113,401 |
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 | $74,857 | $80,211-6.7% | $74,184+0.9% | $63,975+17.0% |
| Participation rate | 91.9% | 84.2%+7.8pp | 76.6%+15.3pp | 71.1%+20.8pp |
| Annual return | 6.84% | 14.13%-7.3pp | 17.74%-10.9pp | 48.65%-41.8pp |
| Employer contribution / active EE | $3,835 | $2,553+50.2% | $2,370+61.8% | $2,182+75.8% |
| Participant deferral / active EE | $5,104 | $4,370+16.8% | $3,550+43.8% | $3,356+52.1% |
| Admin fee / account holder | $45 | $67-33.6% | $5,586-99.2% | $70-36.6% |