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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $31,462 |
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 | $42,293 | $61,214-30.9% | $83,322-49.2% | $56,287-24.9% |
| Participation rate | 99.4% | 72.6%+26.9pp | 77.8%+21.7pp | 69.9%+29.6pp |
| Annual return | -4.90% | 0.42%-5.3pp | 10.64%-15.5pp | -9.96%+5.1pp |
| Employer contribution / active EE | $3,497 | $1,925+81.6% | $3,379+3.5% | $2,111+65.6% |
| Participant deferral / active EE | $5,789 | $5,091+13.7% | $5,565+4.0% | $3,350+72.8% |
| Admin fee / account holder | $116 | $512-77.3% | $7,540-98.5% | $521-77.7% |