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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$55,448 |
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 | $155,160 | $69,231+124.1% | $91,994+68.7% | $67,584+129.6% |
| Participation rate | 82.7% | 78.9%+3.7pp | 78.6%+4.0pp | 71.3%+11.4pp |
| Annual return | 21.98% | 32.03%-10.0pp | 69.04%-47.1pp | 378.59%-356.6pp |
| Employer contribution / active EE | $1,502 | $2,284-34.2% | $3,453-56.5% | $2,148-30.0% |
| Participant deferral / active EE | $5,294 | $5,854-9.6% | $5,924-10.6% | $3,540+49.6% |
| Admin fee / account holder | -$48 | $107-144.8% | $7,744-100.6% | $142-133.8% |