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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,553 |
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 | $45,058 | $66,302-32.0% | $110,241-59.1% | $56,287-19.9% |
| Participation rate | 91.5% | 74.9%+16.6pp | 79.8%+11.7pp | 69.9%+21.7pp |
| Annual return | 23.84% | -1.18%+25.0pp | 314.75%-290.9pp | -9.96%+33.8pp |
| Employer contribution / active EE | $827 | $2,047-59.6% | $3,827-78.4% | $2,111-60.8% |
| Participant deferral / active EE | $3,813 | $3,381+12.8% | $4,672-18.4% | $3,350+13.8% |
| Admin fee / account holder | $47 | $698-93.3% | $8,548-99.4% | $521-91.0% |