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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $579 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,896 | $93,182+102.7% | $146,643+28.8% | $79,391+137.9% |
| Participation rate | 87.9% | 76.4%+11.5pp | 80.1%+7.8pp | 70.7%+17.2pp |
| Annual return | 14.33% | 21.61%-7.3pp | 22.75%-8.4pp | 116.88%-102.6pp |
| Employer contribution / active EE | $1,555 | $2,420-35.7% | $4,137-62.4% | $2,428-35.9% |
| Participant deferral / active EE | $4,922 | $4,169+18.0% | $5,506-10.6% | $4,046+21.6% |
| Admin fee / account holder | $68 | $585-88.4% | $10,280-99.3% | $627-89.2% |