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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,310 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,138 | $45,123+186.2% | $85,240+51.5% | $74,478+73.4% |
| Participation rate | 99.1% | 49.4%+49.7pp | 67.5%+31.6pp | 67.2%+31.9pp |
| Annual return | 16.75% | 26.32%-9.6pp | 66.75%-50.0pp | 1370.56%-1353.8pp |
| Employer contribution / active EE | $14,187 | $1,459+872.6% | $2,735+418.7% | $2,626+440.2% |
| Participant deferral / active EE | $7,862 | $2,736+187.3% | $4,527+73.7% | $4,350+80.7% |
| Admin fee / account holder | $22 | $2,215-99.0% | $6,165-99.6% | $1,946-98.9% |