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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $750 |
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 | $152,214 | $99,957+52.3% | $149,745+1.6% | $73,497+107.1% |
| Participation rate | 91.8% | 75.7%+16.1pp | 82.5%+9.4pp | 70.7%+21.2pp |
| Annual return | 24.32% | 53.87%-29.5pp | 276.72%-252.4pp | 28.51%-4.2pp |
| Employer contribution / active EE | $3,652 | $3,191+14.4% | $4,646-21.4% | $2,270+60.9% |
| Participant deferral / active EE | $15,859 | $6,073+161.2% | $6,843+131.8% | $3,740+324.1% |
| Admin fee / account holder | $3 | $551-99.5% | $9,312-100.0% | $513-99.4% |