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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,969 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $329,783 | $99,957+229.9% | $149,745+120.2% | $73,497+348.7% |
| Participation rate | 94.4% | 75.7%+18.7pp | 82.5%+11.9pp | 70.7%+23.7pp |
| Annual return | 16.94% | 53.87%-36.9pp | 276.72%-259.8pp | 28.51%-11.6pp |
| Employer contribution / active EE | $16,255 | $3,191+409.4% | $4,646+249.9% | $2,270+616.1% |
| Participant deferral / active EE | $8,563 | $6,073+41.0% | $6,843+25.1% | $3,740+129.0% |
| Admin fee / account holder | $141 | $551-74.4% | $9,312-98.5% | $513-72.5% |