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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $89,901 |
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 | $110,390 | $144,879-23.8% | $111,319-0.8% | $93,010+18.7% |
| Participation rate | 89.5% | 86.1%+3.4pp | 77.3%+12.2pp | 73.9%+15.6pp |
| Annual return | 14.37% | 18.11%-3.7pp | 54.68%-40.3pp | 158.70%-144.3pp |
| Employer contribution / active EE | $4,090 | $3,052+34.0% | $2,732+49.7% | $2,705+51.2% |
| Participant deferral / active EE | $5,718 | $5,576+2.6% | $4,488+27.4% | $4,561+25.4% |
| Admin fee / account holder | $29 | $104-72.1% | $7,966-99.6% | $152-81.0% |