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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,067 |
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 | $54,062 | $47,448+13.9% | $94,993-43.1% | $62,293-13.2% |
| Participation rate | 94.5% | 66.5%+28.0pp | 73.9%+20.7pp | 69.5%+25.0pp |
| Annual return | 22.13% | 22.64%-0.5pp | 27.14%-5.0pp | 28.90%-6.8pp |
| Employer contribution / active EE | $1,807 | $1,300+39.0% | $2,603-30.6% | $2,042-11.5% |
| Participant deferral / active EE | $10,917 | $2,375+359.7% | $3,317+229.1% | $3,169+244.5% |
| Admin fee / account holder | $10 | $434-97.6% | $4,960-99.8% | $479-97.9% |