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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,485 |
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 | $42,456 | $42,772-0.7% | $87,502-51.5% | $55,167-23.0% |
| Participation rate | 97.7% | 66.5%+31.2pp | 73.8%+23.8pp | 69.0%+28.7pp |
| Annual return | 10.05% | 21.20%-11.1pp | 12.21%-2.2pp | 169.23%-159.2pp |
| Employer contribution / active EE | $1,647 | $1,277+29.0% | $2,550-35.4% | $1,963-16.1% |
| Participant deferral / active EE | $9,475 | $2,342+304.5% | $3,149+200.9% | $3,054+210.2% |
| Admin fee / account holder | $34 | $461-92.7% | $4,221-99.2% | $504-93.3% |