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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,850 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,842 | $65,092+76.4% | $143,799-20.1% | $66,938+71.6% |
| Participation rate | 96.2% | 65.2%+31.0pp | 80.3%+15.9pp | 69.8%+26.4pp |
| Annual return | -14.68% | -11.14%-3.5pp | -0.04%-14.6pp | 1.58%-16.3pp |
| Employer contribution / active EE | $5,103 | $2,362+116.1% | $4,952+3.0% | $2,545+100.5% |
| Participant deferral / active EE | $4,529 | $2,920+55.1% | $5,638-19.7% | $4,238+6.9% |
| Admin fee / account holder | $26 | $502-94.8% | $14,677-99.8% | $594-95.6% |