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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,438 |
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 | $107,013 | $74,024+44.6% | $78,002+37.2% | $57,658+85.6% |
| Participation rate | 91.7% | 79.7%+11.9pp | 75.5%+16.1pp | 70.2%+21.4pp |
| Annual return | 7.19% | 12.14%-4.9pp | 425.99%-418.8pp | 5.13%+2.1pp |
| Employer contribution / active EE | $2,965 | $2,365+25.4% | $2,470+20.0% | $1,974+50.2% |
| Participant deferral / active EE | $8,011 | $3,533+126.8% | $3,497+129.1% | $3,061+161.8% |
| Admin fee / account holder | $7 | $93-92.4% | $5,481-99.9% | $95-92.5% |