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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 | $55,472+58.3% | $155,567-43.5% | $74,546+17.8% |
| Participation rate | 93.5% | 61.9%+31.6pp | 78.2%+15.3pp | 67.2%+26.3pp |
| Annual return | 15.79% | 268.72%-252.9pp | 64.74%-48.9pp | 1366.03%-1350.2pp |
| Employer contribution / active EE | $1,597 | $2,269-29.6% | $4,674-65.8% | $2,624-39.1% |
| Participant deferral / active EE | $5,676 | $2,838+100.0% | $5,628+0.9% | $4,347+30.6% |
| Admin fee / account holder | -$13 | $1,743-100.8% | $15,916-100.1% | $1,944-100.7% |