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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,061 |
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 | $67,460 | $99,957-32.5% | $149,745-54.9% | $73,497-8.2% |
| Participation rate | 95.6% | 75.7%+19.9pp | 82.5%+13.1pp | 70.7%+24.9pp |
| Annual return | 18.63% | 53.87%-35.2pp | 276.72%-258.1pp | 28.51%-9.9pp |
| Employer contribution / active EE | $2,589 | $3,191-18.9% | $4,646-44.3% | $2,270+14.0% |
| Participant deferral / active EE | $7,440 | $6,073+22.5% | $6,843+8.7% | $3,740+98.9% |
| Admin fee / account holder | $23 | $551-95.9% | $9,312-99.8% | $513-95.6% |