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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $61,218 |
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 | $96,271 | $80,753+19.2% | $136,298-29.4% | $62,293+54.5% |
| Participation rate | 94.5% | 73.5%+21.0pp | 81.9%+12.6pp | 69.5%+25.0pp |
| Annual return | 15.66% | 35.83%-20.2pp | 5156.27%-5140.6pp | 28.90%-13.2pp |
| Employer contribution / active EE | $3,292 | $2,884+14.1% | $4,696-29.9% | $2,042+61.2% |
| Participant deferral / active EE | $11,429 | $5,164+121.3% | $6,247+82.9% | $3,169+260.6% |
| Admin fee / account holder | $4 | $525-99.3% | $9,244-100.0% | $479-99.2% |