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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,852 |
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 | $46,396 | $97,954-52.6% | $115,167-59.7% | $77,775-40.3% |
| Participation rate | 95.2% | 52.3%+42.9pp | 75.9%+19.3pp | 73.2%+22.0pp |
| Annual return | 23.23% | 23.95%-0.7pp | 35.60%-12.4pp | 32.58%-9.3pp |
| Employer contribution / active EE | $2,739 | $927+195.5% | $3,179-13.8% | $2,504+9.4% |
| Participant deferral / active EE | $6,939 | $1,655+319.3% | $4,169+66.5% | $3,966+75.0% |
| Admin fee / account holder | $4 | $347-98.8% | $7,089-99.9% | $100-95.8% |