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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,206 |
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 | $72,639 | $61,214+18.7% | $83,322-12.8% | $56,287+29.1% |
| Participation rate | 74.7% | 72.6%+2.1pp | 77.8%-3.0pp | 69.9%+4.9pp |
| Annual return | -5.47% | 0.42%-5.9pp | 10.64%-16.1pp | -9.96%+4.5pp |
| Employer contribution / active EE | $770 | $1,925-60.0% | $3,379-77.2% | $2,111-63.5% |
| Participant deferral / active EE | $5,747 | $5,091+12.9% | $5,565+3.3% | $3,350+71.6% |
| Admin fee / account holder | $20 | $512-96.2% | $7,540-99.7% | $521-96.2% |