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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,210 |
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 | $44,655 | $59,186-24.6% | $76,768-41.8% | $56,287-20.7% |
| Participation rate | 90.5% | 75.2%+15.3pp | 77.0%+13.6pp | 69.9%+20.7pp |
| Annual return | -5.96% | 6.62%-12.6pp | 2.43%-8.4pp | -9.96%+4.0pp |
| Employer contribution / active EE | $1,868 | $1,759+6.2% | $2,485-24.8% | $2,111-11.5% |
| Participant deferral / active EE | $4,019 | $3,255+23.5% | $3,852+4.4% | $3,350+20.0% |
| Admin fee / account holder | $20 | $489-96.0% | $6,675-99.7% | $521-96.2% |