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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,099 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $49,158 | $89,652-45.2% | $141,197-65.2% | $65,186-24.6% |
| Participation rate | 92.4% | 74.7%+17.7pp | 82.5%+9.9pp | 70.2%+22.2pp |
| Annual return | 31.71% | 32.79%-1.1pp | 71.41%-39.7pp | 29.39%+2.3pp |
| Employer contribution / active EE | $2,871 | $3,065-6.3% | $4,736-39.4% | $2,177+31.9% |
| Participant deferral / active EE | $6,568 | $5,691+15.4% | $6,710-2.1% | $3,514+86.9% |
| Admin fee / account holder | $36 | $569-93.7% | $10,265-99.6% | $847-95.7% |