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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $134,056 |
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 | $76,229 | $88,730-14.1% | $82,312-7.4% | $77,958-2.2% |
| Participation rate | 99.0% | 84.5%+14.5pp | 76.9%+22.1pp | 71.6%+27.4pp |
| Annual return | 22.19% | 20.88%+1.3pp | 25.88%-3.7pp | 20.87%+1.3pp |
| Employer contribution / active EE | $4,057 | $2,758+47.1% | $2,428+67.1% | $2,310+75.6% |
| Participant deferral / active EE | $5,606 | $4,634+21.0% | $3,706+51.3% | $3,537+58.5% |
| Admin fee / account holder | $44 | $74-40.9% | $5,608-99.2% | $97-55.1% |