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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,850 |
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 | $87,025 | $58,655+48.4% | $91,994-5.4% | $65,185+33.5% |
| Participation rate | 80.9% | 75.3%+5.6pp | 78.6%+2.3pp | 70.2%+10.7pp |
| Annual return | 24.48% | 33.92%-9.4pp | 69.04%-44.6pp | 29.38%-4.9pp |
| Employer contribution / active EE | $833 | $2,080-60.0% | $3,453-75.9% | $2,177-61.7% |
| Participant deferral / active EE | $6,607 | $5,474+20.7% | $5,924+11.5% | $3,514+88.0% |
| Admin fee / account holder | $28 | $434-93.5% | $7,744-99.6% | $847-96.7% |