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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $131,970 |
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 | $152,725 | $95,776+59.5% | $162,185-5.8% | $77,775+96.4% |
| Participation rate | 92.8% | 88.6%+4.1pp | 87.6%+5.2pp | 73.2%+19.6pp |
| Annual return | 27.01% | 37.03%-10.0pp | 115.61%-88.6pp | 32.58%-5.6pp |
| Employer contribution / active EE | $4,119 | $3,874+6.3% | $5,613-26.6% | $2,504+64.5% |
| Participant deferral / active EE | $20,323 | $6,125+231.8% | $7,297+178.5% | $3,966+412.4% |
| Admin fee / account holder | $78 | $88-10.9% | $10,844-99.3% | $100-22.0% |