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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 | $80,763+125.1% | $102,412+77.5% | $74,459+144.2% |
| Participation rate | 92.9% | 65.7%+27.2pp | 74.5%+18.4pp | 67.2%+25.6pp |
| Annual return | 14.98% | 27.57%-12.6pp | 24.94%-10.0pp | 1369.70%-1354.7pp |
| Employer contribution / active EE | $3,286 | $3,160+4.0% | $3,870-15.1% | $2,626+25.1% |
| Participant deferral / active EE | $9,792 | $3,862+153.6% | $5,060+93.5% | $4,350+125.1% |
| Admin fee / account holder | $24 | $2,371-99.0% | $8,388-99.7% | $1,945-98.8% |