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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,819 |
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 | $69,203 | $107,378-35.6% | $108,582-36.3% | $57,658+20.0% |
| Participation rate | 91.6% | 77.1%+14.5pp | 79.6%+12.0pp | 70.2%+21.3pp |
| Annual return | 11.63% | 12.80%-1.2pp | -51.70%+63.3pp | 5.13%+6.5pp |
| Employer contribution / active EE | $2,325 | $1,782+30.5% | $3,758-38.1% | $1,974+17.8% |
| Participant deferral / active EE | $6,896 | $3,221+114.1% | $4,311+60.0% | $3,061+125.3% |
| Admin fee / account holder | $7 | $108-93.8% | $7,645-99.9% | $95-92.9% |