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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,888 |
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 | $108,920 | $56,640+92.3% | $78,002+39.6% | $55,167+97.4% |
| Participation rate | 98.6% | 73.3%+25.3pp | 75.5%+23.1pp | 69.0%+29.6pp |
| Annual return | 7.50% | 2868.48%-2861.0pp | 425.99%-418.5pp | 169.23%-161.7pp |
| Employer contribution / active EE | $3,833 | $1,724+122.4% | $2,470+55.2% | $1,963+95.3% |
| Participant deferral / active EE | $7,729 | $2,778+178.2% | $3,497+121.0% | $3,054+153.1% |
| Admin fee / account holder | $79 | $467-83.1% | $5,481-98.6% | $504-84.4% |