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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $38,438 |
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 | $109,984 | $92,303+19.2% | $152,473-27.9% | $86,828+26.7% |
| Participation rate | 81.8% | 81.1%+0.7pp | 78.2%+3.6pp | 72.3%+9.5pp |
| Annual return | 14.04% | 531.69%-517.6pp | 757.59%-743.5pp | 97.95%-83.9pp |
| Employer contribution / active EE | $1,638 | $3,748-56.3% | $4,326-62.1% | $2,406-31.9% |
| Participant deferral / active EE | $8,915 | $5,599+59.2% | $5,817+53.3% | $4,132+115.8% |
| Admin fee / account holder | $44 | $150-71.0% | $15,811-99.7% | $170-74.3% |