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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,088 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $92,854 | $78,707+18.0% | $117,861-21.2% | $70,126+32.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | -20.84% | 23.30%-44.1pp | 335.11%-355.9pp | 73.15%-94.0pp |
| Employer contribution / active EE | $4,516 | $2,223+103.1% | $3,786+19.3% | $2,343+92.8% |
| Participant deferral / active EE | $10,706 | $3,297+224.7% | $4,482+138.9% | $3,332+221.3% |
| Admin fee / account holder | $8 | $5,066-99.8% | $8,021-99.9% | $4,645-99.8% |