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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,079 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,009 | $69,383+116.2% | $101,275+48.1% | $73,497+104.1% |
| Participation rate | 99.4% | 68.4%+31.1pp | 75.8%+23.6pp | 70.7%+28.7pp |
| Annual return | 17.77% | 18.46%-0.7pp | 46.48%-28.7pp | 28.51%-10.7pp |
| Employer contribution / active EE | $3,251 | $2,628+23.7% | $3,660-11.2% | $2,270+43.2% |
| Participant deferral / active EE | $7,505 | $3,301+127.4% | $4,371+71.7% | $3,740+100.7% |
| Admin fee / account holder | $22 | $704-96.9% | $5,948-99.6% | $513-95.7% |