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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $455 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
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 | $105,487 | $44,873+135.1% | $79,467+32.7% | $56,289+87.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | -6.44% | 0.81%-7.2pp | 718.30%-724.7pp | -9.96%+3.5pp |
| Employer contribution / active EE | $11,145 | $2,140+420.8% | $2,800+298.0% | $2,111+427.9% |
| Participant deferral / active EE | $11,610 | $2,746+322.8% | $3,704+213.5% | $3,350+246.6% |
| Admin fee / account holder | $3 | $418-99.2% | $5,104-99.9% | $521-99.4% |