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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,583 |
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 | $161,258 | $81,494+97.9% | $133,978+20.4% | $73,497+119.4% |
| Participation rate | 94.3% | 76.4%+17.9pp | 79.8%+14.4pp | 70.7%+23.6pp |
| Annual return | 14.59% | 19.40%-4.8pp | 45.10%-30.5pp | 28.51%-13.9pp |
| Employer contribution / active EE | $6,025 | $2,210+172.7% | $3,919+53.8% | $2,270+165.4% |
| Participant deferral / active EE | $8,548 | $3,787+125.7% | $5,047+69.4% | $3,740+128.6% |
| Admin fee / account holder | $217 | $713-69.6% | $8,930-97.6% | $513-57.8% |