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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,020 |
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 | $37,119 | $38,595-3.8% | $80,004-53.6% | $52,331-29.1% |
| Participation rate | 92.2% | 64.5%+27.7pp | 73.0%+19.2pp | 68.1%+24.1pp |
| Annual return | 0.76% | 2.04%-1.3pp | 7.63%-6.9pp | 4.54%-3.8pp |
| Employer contribution / active EE | $787 | $1,133-30.6% | $2,473-68.2% | $1,882-58.2% |
| Participant deferral / active EE | $7,973 | $2,318+243.9% | $3,204+148.9% | $3,022+163.8% |
| Admin fee / account holder | $29 | $304-90.4% | $5,033-99.4% | $592-95.1% |