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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,138 |
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 | $148,638 | $60,165+147.0% | $74,184+100.4% | $55,167+169.4% |
| Participation rate | 94.9% | 74.2%+20.7pp | 76.6%+18.3pp | 69.0%+25.9pp |
| Annual return | 7.37% | 10.00%-2.6pp | 17.74%-10.4pp | 169.23%-161.9pp |
| Employer contribution / active EE | $3,419 | $1,600+113.7% | $2,370+44.3% | $1,963+74.2% |
| Participant deferral / active EE | $10,019 | $2,973+237.1% | $3,550+182.3% | $3,054+228.0% |
| Admin fee / account holder | $8 | $419-98.0% | $5,586-99.9% | $504-98.3% |