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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,706 |
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 | $72,343 | $57,096+26.7% | $94,229-23.2% | $55,191+31.1% |
| Participation rate | 90.4% | 75.7%+14.7pp | 78.8%+11.6pp | 69.2%+21.3pp |
| Annual return | -0.61% | 159.65%-160.3pp | 10.68%-11.3pp | 10.78%-11.4pp |
| Employer contribution / active EE | $2,363 | $1,708+38.4% | $3,587-34.1% | $1,899+24.4% |
| Participant deferral / active EE | $7,258 | $3,165+129.3% | $4,320+68.0% | $3,046+138.2% |
| Admin fee / account holder | $8 | $89-91.4% | $6,269-99.9% | $91-91.5% |