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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,864 |
TIAA1 year Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $314 |
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 | $95,731 | $52,467+82.5% | $57,196+67.4% | $55,167+73.5% |
| Participation rate | 93.9% | 75.8%+18.1pp | 75.3%+18.6pp | 69.0%+24.9pp |
| Annual return | 7.24% | 7.72%-0.5pp | 14.59%-7.4pp | 169.23%-162.0pp |
| Employer contribution / active EE | $4,892 | $2,477+97.5% | $2,683+82.4% | $1,963+149.3% |
| Participant deferral / active EE | $4,009 | $2,830+41.6% | $3,096+29.5% | $3,054+31.3% |
| Admin fee / account holder | $80 | $269-70.4% | $3,141-97.5% | $504-84.2% |