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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,806 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,832 | $55,470+58.3% | $155,556-43.5% | $74,478+17.9% |
| Participation rate | 93.5% | 61.9%+31.6pp | 78.2%+15.3pp | 67.2%+26.3pp |
| Annual return | 15.79% | 269.80%-254.0pp | 64.84%-49.0pp | 1370.56%-1354.8pp |
| Employer contribution / active EE | $1,597 | $2,267-29.5% | $4,675-65.8% | $2,626-39.2% |
| Participant deferral / active EE | $5,676 | $2,838+100.0% | $5,631+0.8% | $4,350+30.5% |
| Admin fee / account holder | -$13 | $1,744-100.8% | $15,885-100.1% | $1,946-100.7% |