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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $119,585 |
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 | $99,489 | $176,471-43.6% | $95,968+3.7% | $90,274+10.2% |
| Participation rate | 96.7% | 86.6%+10.1pp | 77.1%+19.6pp | 73.4%+23.4pp |
| Annual return | 15.88% | 20.15%-4.3pp | 91.65%-75.8pp | 53.97%-38.1pp |
| Employer contribution / active EE | $4,807 | $2,783+72.7% | $2,542+89.1% | $2,523+90.5% |
| Participant deferral / active EE | $6,484 | $5,325+21.8% | $4,167+55.6% | $4,231+53.3% |
| Admin fee / account holder | $39 | $154-74.9% | $6,798-99.4% | $114-66.1% |