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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,200 |
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 | $78,234 | $71,666+9.2% | $117,861-33.6% | $69,631+12.4% |
| Participation rate | 94.2% | 77.5%+16.7pp | 79.7%+14.6pp | 70.7%+23.5pp |
| Annual return | 21.78% | 18.86%+2.9pp | 335.11%-313.3pp | 27571.02%-27549.2pp |
| Employer contribution / active EE | $2,621 | $1,889+38.7% | $3,786-30.8% | $2,032+29.0% |
| Participant deferral / active EE | $7,660 | $3,340+129.4% | $4,482+70.9% | $3,224+137.6% |
| Admin fee / account holder | $7 | $120-94.5% | $8,021-99.9% | $110-94.0% |