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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,207 |
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 | $90,424 | $67,166+34.6% | $57,349+57.7% | $55,191+63.8% |
| Participation rate | 80.1% | 77.7%+2.4pp | 75.1%+5.0pp | 69.2%+10.9pp |
| Annual return | 2.06% | 4.22%-2.2pp | 24.40%-22.3pp | 10.78%-8.7pp |
| Employer contribution / active EE | $4,195 | $2,812+49.2% | $2,689+56.0% | $1,899+121.0% |
| Participant deferral / active EE | $3,036 | $2,835+7.1% | $3,162-4.0% | $3,046-0.3% |
| Admin fee / account holder | $32 | $44-25.5% | $3,356-99.0% | $91-64.2% |