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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,398 |
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 | $54,559 | $64,457-15.4% | $111,392-51.0% | $55,727-2.1% |
| Participation rate | 80.1% | 79.7%+0.4pp | 78.9%+1.2pp | 70.9%+9.2pp |
| Annual return | -3.13% | -19.97%+16.8pp | -2.06%-1.1pp | 244.94%-248.1pp |
| Employer contribution / active EE | $3,852 | $3,956-2.6% | $4,328-11.0% | $2,078+85.4% |
| Participant deferral / active EE | $8,106 | $5,219+55.3% | $5,567+45.6% | $3,356+141.6% |
| Admin fee / account holder | $13 | $112-88.2% | $12,266-99.9% | $115-88.5% |