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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,326 |
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 | $177,672 | $70,002+153.8% | $115,038+54.4% | $52,331+239.5% |
| Participation rate | 94.5% | 72.1%+22.4pp | 81.4%+13.1pp | 68.1%+26.4pp |
| Annual return | 0.67% | 4.04%-3.4pp | 26.14%-25.5pp | 4.54%-3.9pp |
| Employer contribution / active EE | $14,911 | $2,715+449.2% | $4,608+223.6% | $1,882+692.4% |
| Participant deferral / active EE | $7,112 | $4,920+44.6% | $6,026+18.0% | $3,022+135.3% |
| Admin fee / account holder | $74 | $566-86.9% | $8,175-99.1% | $592-87.5% |