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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,031 |
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 | $248,450 | $98,982+151.0% | $162,177+53.2% | $65,185+281.1% |
| Participation rate | 95.3% | 85.8%+9.5pp | 87.6%+7.7pp | 70.2%+25.1pp |
| Annual return | 27.04% | 24.84%+2.2pp | 115.60%-88.6pp | 29.38%-2.3pp |
| Employer contribution / active EE | $9,118 | $3,467+163.0% | $5,613+62.5% | $2,177+318.9% |
| Participant deferral / active EE | $19,389 | $5,384+260.1% | $7,297+165.7% | $3,514+451.8% |
| Admin fee / account holder | $3 | $596-99.4% | $10,843-100.0% | $847-99.6% |