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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,319 |
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 | $69,320 | $60,396+14.8% | $111,392-37.8% | $56,287+23.2% |
| Participation rate | 99.6% | 72.4%+27.2pp | 78.9%+20.7pp | 69.9%+29.7pp |
| Annual return | 0.77% | 20.26%-19.5pp | -2.06%+2.8pp | -9.96%+10.7pp |
| Employer contribution / active EE | $7,583 | $3,459+119.2% | $4,328+75.2% | $2,111+259.2% |
| Participant deferral / active EE | $11,355 | $4,421+156.8% | $5,567+104.0% | $3,350+239.0% |
| Admin fee / account holder | $16 | $610-97.4% | $12,266-99.9% | $521-96.9% |