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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,603 |
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 | $59,487 | $58,655+1.4% | $91,994-35.3% | $65,185-8.7% |
| Participation rate | 100.0% | 75.3%+24.7pp | 78.6%+21.4pp | 70.2%+29.8pp |
| Annual return | 29.10% | 33.92%-4.8pp | 69.04%-39.9pp | 29.38%-0.3pp |
| Employer contribution / active EE | $4,099 | $2,080+97.0% | $3,453+18.7% | $2,177+88.3% |
| Participant deferral / active EE | $5,111 | $5,474-6.6% | $5,924-13.7% | $3,514+45.5% |
| Admin fee / account holder | $94 | $434-78.4% | $7,744-98.8% | $847-88.9% |