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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 | $159,003 | $55,472+186.6% | $155,567+2.2% | $74,546+113.3% |
| Participation rate | 84.8% | 61.9%+22.9pp | 78.2%+6.6pp | 67.2%+17.6pp |
| Annual return | 15.67% | 268.72%-253.0pp | 64.74%-49.1pp | 1366.03%-1350.4pp |
| Employer contribution / active EE | $4,311 | $2,269+90.0% | $4,674-7.8% | $2,624+64.3% |
| Participant deferral / active EE | $4,385 | $2,838+54.5% | $5,628-22.1% | $4,347+0.9% |
| Admin fee / account holder | $24 | $1,743-98.6% | $15,916-99.9% | $1,944-98.8% |