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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $56,826 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,672 | $40,386-58.7% | $80,607-79.3% | $74,440-77.6% |
| Participation rate | 94.5% | 47.4%+47.2pp | 67.0%+27.5pp | 70.7%+23.8pp |
| Annual return | 31.59% | 165.00%-133.4pp | 936.11%-904.5pp | 34.37%-2.8pp |
| Employer contribution / active EE | $701 | $1,496-53.1% | $2,724-74.3% | $2,638-73.4% |
| Participant deferral / active EE | $3,299 | $2,670+23.6% | $4,448-25.8% | $4,529-27.2% |
| Admin fee / account holder | $125 | $720-82.6% | $5,379-97.7% | $348-64.1% |