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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,299 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,192 | $76,696+119.3% | $96,538+74.2% | $71,529+135.1% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 20.40% | 48.32%-27.9pp | 35.74%-15.3pp | 28.97%-8.6pp |
| Employer contribution / active EE | $4,072 | $3,032+34.3% | $3,740+8.9% | $2,590+57.2% |
| Participant deferral / active EE | $10,014 | $3,770+165.6% | $4,880+105.2% | $4,291+133.4% |
| Admin fee / account holder | $20 | $2,030-99.0% | $6,737-99.7% | $1,588-98.8% |