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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,325 |
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 | $138,355 | $54,320+154.7% | $67,653+104.5% | $52,331+164.4% |
| Participation rate | 95.8% | 73.6%+22.2pp | 75.7%+20.1pp | 68.1%+27.7pp |
| Annual return | 1.54% | 6.81%-5.3pp | 6625.22%-6623.7pp | 4.54%-3.0pp |
| Employer contribution / active EE | $3,311 | $1,544+114.5% | $2,266+46.2% | $1,882+76.0% |
| Participant deferral / active EE | $9,306 | $2,950+215.4% | $3,560+161.4% | $3,022+207.9% |
| Admin fee / account holder | $9 | $527-98.2% | $4,821-99.8% | $592-98.4% |