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| Provider | Service type | Compensation |
|---|---|---|
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 | $131,316 | $51,620+154.4% | $90,304+45.4% | $65,185+101.5% |
| Participation rate | 98.5% | 68.6%+29.8pp | 73.3%+25.2pp | 70.2%+28.3pp |
| Annual return | 26.09% | 24.94%+1.2pp | 78.13%-52.0pp | 29.38%-3.3pp |
| Employer contribution / active EE | $11,399 | $2,235+410.1% | $2,855+299.3% | $2,177+423.7% |
| Participant deferral / active EE | $12,253 | $2,871+326.9% | $3,885+215.4% | $3,514+248.7% |
| Admin fee / account holder | $31 | $384-91.9% | $5,354-99.4% | $847-96.3% |