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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,340 |
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 | $51,459 | $54,320-5.3% | $67,652-23.9% | $52,331-1.7% |
| Participation rate | 76.6% | 73.6%+3.1pp | 75.7%+1.0pp | 68.1%+8.5pp |
| Annual return | 1.14% | 6.81%-5.7pp | 6625.40%-6624.3pp | 4.54%-3.4pp |
| Employer contribution / active EE | $1,102 | $1,544-28.6% | $2,266-51.4% | $1,882-41.4% |
| Participant deferral / active EE | $3,328 | $2,950+12.8% | $3,560-6.5% | $3,022+10.1% |
| Admin fee / account holder | $57 | $527-89.2% | $4,821-98.8% | $592-90.3% |