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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 | $55,470+186.6% | $155,556+2.2% | $74,478+113.5% |
| Participation rate | 84.8% | 61.9%+22.9pp | 78.2%+6.6pp | 67.2%+17.6pp |
| Annual return | 15.67% | 269.80%-254.1pp | 64.84%-49.2pp | 1370.56%-1354.9pp |
| Employer contribution / active EE | $4,311 | $2,267+90.2% | $4,675-7.8% | $2,626+64.2% |
| Participant deferral / active EE | $4,385 | $2,838+54.5% | $5,631-22.1% | $4,350+0.8% |
| Admin fee / account holder | $24 | $1,744-98.6% | $15,885-99.9% | $1,946-98.8% |