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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,327 |
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 | $39,289 | $65,118-39.7% | $76,768-48.8% | $55,725-29.5% |
| Participation rate | 86.7% | 79.6%+7.1pp | 77.0%+9.7pp | 70.9%+15.8pp |
| Annual return | 0.00% | -1.27%+1.3pp | 2.43%-2.4pp | 244.93%-244.9pp |
| Employer contribution / active EE | $698 | $1,941-64.0% | $2,485-71.9% | $2,078-66.4% |
| Participant deferral / active EE | $2,268 | $3,688-38.5% | $3,852-41.1% | $3,356-32.4% |
| Admin fee / account holder | $53 | $116-53.9% | $6,675-99.2% | $115-53.6% |