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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,815 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,829 | $80,731+125.2% | $103,374+75.9% | $74,546+143.9% |
| Participation rate | 92.9% | 65.7%+27.2pp | 74.5%+18.3pp | 67.2%+25.6pp |
| Annual return | 14.98% | 27.56%-12.6pp | 24.89%-9.9pp | 1366.03%-1351.0pp |
| Employer contribution / active EE | $3,286 | $3,158+4.1% | $3,869-15.1% | $2,624+25.2% |
| Participant deferral / active EE | $9,792 | $3,860+153.7% | $5,058+93.6% | $4,347+125.2% |
| Admin fee / account holder | $24 | $2,369-99.0% | $8,394-99.7% | $1,944-98.8% |