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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $900 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,467 | $79,694+42.4% | $96,171+18.0% | $79,391+42.9% |
| Participation rate | 100.0% | 54.0%+46.0pp | 68.4%+31.6pp | 70.7%+29.3pp |
| Annual return | 13.48% | 40.84%-27.4pp | 192.04%-178.6pp | 116.88%-103.4pp |
| Employer contribution / active EE | $14,818 | $1,443+926.7% | $2,799+429.5% | $2,428+510.4% |
| Participant deferral / active EE | $4,088 | $2,539+61.0% | $4,350-6.0% | $4,046+1.0% |
| Admin fee / account holder | $9 | $630-98.6% | $5,538-99.8% | $627-98.6% |