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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 | $45,119+186.2% | $85,126+51.7% | $74,429+73.5% |
| Participation rate | 99.1% | 49.4%+49.7pp | 67.5%+31.6pp | 67.2%+31.9pp |
| Annual return | 16.75% | 26.28%-9.5pp | 66.63%-49.9pp | 1368.38%-1351.6pp |
| Employer contribution / active EE | $14,187 | $1,460+871.5% | $2,731+419.4% | $2,625+440.5% |
| Participant deferral / active EE | $7,862 | $2,738+187.2% | $4,523+73.8% | $4,348+80.8% |
| Admin fee / account holder | $22 | $2,214-99.0% | $6,160-99.6% | $1,944-98.9% |