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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,397 |
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 | $112,125 | $88,122+27.2% | $141,197-20.6% | $67,582+65.9% |
| Participation rate | 89.9% | 76.5%+13.4pp | 82.5%+7.4pp | 71.3%+18.6pp |
| Annual return | 27.86% | 75.40%-47.5pp | 71.41%-43.5pp | 378.57%-350.7pp |
| Employer contribution / active EE | $4,126 | $3,224+28.0% | $4,736-12.9% | $2,148+92.1% |
| Participant deferral / active EE | $12,178 | $5,958+104.4% | $6,710+81.5% | $3,539+244.1% |
| Admin fee / account holder | $23 | $131-82.6% | $10,265-99.8% | $142-84.0% |