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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,670 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,279 | $64,176+118.6% | $112,263+25.0% | $66,949+109.5% |
| Participation rate | 97.8% | 68.4%+29.4pp | 75.1%+22.8pp | 69.8%+28.0pp |
| Annual return | -17.09% | -13.80%-3.3pp | 27.49%-44.6pp | 1.57%-18.7pp |
| Employer contribution / active EE | $3,772 | $3,007+25.5% | $3,636+3.7% | $2,545+48.2% |
| Participant deferral / active EE | $9,255 | $3,694+150.6% | $4,729+95.7% | $4,239+118.3% |
| Admin fee / account holder | $18 | $626-97.1% | $6,410-99.7% | $594-97.0% |