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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,595 |
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 | $143,562 | $86,341+66.3% | $125,195+14.7% | $65,186+120.2% |
| Participation rate | 94.7% | 75.3%+19.4pp | 79.8%+15.0pp | 70.2%+24.5pp |
| Annual return | 24.11% | 27.44%-3.3pp | 43.79%-19.7pp | 29.39%-5.3pp |
| Employer contribution / active EE | $5,579 | $2,040+173.5% | $3,866+44.3% | $2,177+156.3% |
| Participant deferral / active EE | $7,615 | $3,538+115.2% | $4,937+54.2% | $3,514+116.7% |
| Admin fee / account holder | $235 | $609-61.4% | $9,704-97.6% | $847-72.3% |