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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,400 |
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 | $128,527 | $80,753+59.2% | $136,297-5.7% | $62,293+106.3% |
| Participation rate | 98.9% | 73.5%+25.4pp | 81.9%+17.0pp | 69.5%+29.4pp |
| Annual return | 18.53% | 35.83%-17.3pp | 5156.19%-5137.7pp | 28.90%-10.4pp |
| Employer contribution / active EE | $7,124 | $2,884+147.0% | $4,696+51.7% | $2,042+248.8% |
| Participant deferral / active EE | $9,060 | $5,164+75.4% | $6,247+45.0% | $3,169+185.9% |
| Admin fee / account holder | $40 | $525-92.4% | $9,244-99.6% | $479-91.7% |