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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $831 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,890 | $55,470+53.0% | $155,556-45.4% | $74,478+14.0% |
| Participation rate | 82.6% | 61.9%+20.7pp | 78.2%+4.4pp | 67.2%+15.4pp |
| Annual return | 13.01% | 269.80%-256.8pp | 64.84%-51.8pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $2,629 | $2,267+16.0% | $4,675-43.8% | $2,626+0.1% |
| Participant deferral / active EE | $4,674 | $2,838+64.7% | $5,631-17.0% | $4,350+7.4% |
| Admin fee / account holder | $5 | $1,744-99.7% | $15,885-100.0% | $1,946-99.7% |