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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 | $55,446+186.8% | $155,574+2.2% | $74,429+113.6% |
| Participation rate | 84.8% | 61.9%+22.9pp | 78.2%+6.6pp | 67.2%+17.6pp |
| Annual return | 15.67% | 269.20%-253.5pp | 64.87%-49.2pp | 1368.38%-1352.7pp |
| Employer contribution / active EE | $4,311 | $2,266+90.3% | $4,676-7.8% | $2,625+64.2% |
| Participant deferral / active EE | $4,385 | $2,836+54.6% | $5,629-22.1% | $4,348+0.8% |
| Admin fee / account holder | $24 | $1,743-98.6% | $15,914-99.9% | $1,944-98.8% |