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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,869 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,434 | $37,463+133.4% | $77,100+13.4% | $66,949+30.6% |
| Participation rate | 100.0% | 52.9%+47.1pp | 67.9%+32.1pp | 69.8%+30.2pp |
| Annual return | -19.02% | -3.25%-15.8pp | 42.35%-61.4pp | 1.57%-20.6pp |
| Employer contribution / active EE | $14,651 | $1,535+854.5% | $2,815+420.5% | $2,545+475.6% |
| Participant deferral / active EE | $3,991 | $2,621+52.3% | $4,430-9.9% | $4,239-5.8% |
| Admin fee / account holder | $14 | $568-97.6% | $5,443-99.7% | $594-97.7% |