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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,594 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,441 | $77,677+133.6% | $109,188+66.2% | $79,389+128.5% |
| Participation rate | 99.4% | 67.8%+31.6pp | 75.9%+23.5pp | 70.7%+28.7pp |
| Annual return | 18.59% | 23.44%-4.9pp | 25.76%-7.2pp | 116.89%-98.3pp |
| Employer contribution / active EE | $3,910 | $2,798+39.7% | $3,723+5.0% | $2,428+61.1% |
| Participant deferral / active EE | $8,735 | $3,517+148.4% | $4,654+87.7% | $4,046+115.9% |
| Admin fee / account holder | $20 | $732-97.3% | $6,755-99.7% | $626-96.9% |