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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,709 |
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 | $55,734 | $73,102-23.8% | $123,552-54.9% | $56,287-1.0% |
| Participation rate | 86.5% | 74.3%+12.2pp | 82.3%+4.2pp | 69.9%+16.6pp |
| Annual return | 13.00% | 3.01%+10.0pp | 119.20%-106.2pp | -9.96%+23.0pp |
| Employer contribution / active EE | $3,184 | $2,977+7.0% | $4,628-31.2% | $2,111+50.8% |
| Participant deferral / active EE | $10,836 | $5,423+99.8% | $6,426+68.6% | $3,350+223.5% |
| Admin fee / account holder | $50 | $554-91.0% | $9,285-99.5% | $521-90.5% |