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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,950 |
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 | $80,031 | $59,535+34.4% | $90,161-11.2% | $62,293+28.5% |
| Participation rate | 72.2% | 73.0%-0.9pp | 76.9%-4.7pp | 69.5%+2.7pp |
| Annual return | 19.67% | 23.53%-3.9pp | 34.89%-15.2pp | 28.90%-9.2pp |
| Employer contribution / active EE | $751 | $1,826-58.9% | $3,318-77.4% | $2,042-63.2% |
| Participant deferral / active EE | $5,400 | $4,639+16.4% | $5,287+2.1% | $3,169+70.4% |
| Admin fee / account holder | $25 | $337-92.5% | $5,943-99.6% | $479-94.8% |