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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 37 · EIN 13-1624203 | Loan Processing | $100 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,391 | $79,124-40.1% | $60,899-22.2% | $64,814-26.9% |
| Participation rate | 93.9% | 77.7%+16.2pp | 73.1%+20.8pp | 71.5%+22.4pp |
| Annual return | -10.91% | -7.13%-3.8pp | 16.92%-27.8pp | 32.84%-43.7pp |
| Employer contribution / active EE | $2,285 | $3,050-25.1% | $2,702-15.4% | $2,507-8.8% |
| Participant deferral / active EE | $3,153 | $3,725-15.4% | $3,817-17.4% | $4,310-26.9% |
| Admin fee / account holder | $0 | $106-100.0% | $3,225-100.0% | $188-100.0% |