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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $725 |
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 | $109,109 | $86,298+26.4% | $111,308-2.0% | $85,847+27.1% |
| Participation rate | 88.2% | 73.3%+14.8pp | 77.3%+10.8pp | 69.3%+18.8pp |
| Annual return | 53.28% | 19.99%+33.3pp | 54.67%-1.4pp | 318.61%-265.3pp |
| Employer contribution / active EE | $1,647 | $2,044-19.4% | $2,732-39.7% | $2,565-35.8% |
| Participant deferral / active EE | $8,182 | $3,641+124.7% | $4,487+82.3% | $3,952+107.0% |
| Admin fee / account holder | $18 | $8,189-99.8% | $7,965-99.8% | $6,261-99.7% |