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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $113,036 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $83,586 |
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 | $63,712 | $88,874-28.3% | $123,553-48.4% | $75,289-15.4% |
| Participation rate | 94.8% | 75.9%+19.0pp | 82.3%+12.5pp | 72.4%+22.4pp |
| Annual return | -4.68% | 4.22%-8.9pp | 119.21%-123.9pp | -0.04%-4.6pp |
| Employer contribution / active EE | $3,186 | $3,256-2.1% | $4,628-31.2% | $2,405+32.5% |
| Participant deferral / active EE | $10,295 | $6,174+66.7% | $6,426+60.2% | $3,739+175.4% |
| Admin fee / account holder | $188 | $95+98.6% | $9,284-98.0% | $102+83.5% |