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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $613 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,350 | $58,895+17.8% | $178,503-61.1% | $73,497-5.6% |
| Participation rate | 86.2% | 66.2%+19.9pp | 81.9%+4.2pp | 70.7%+15.5pp |
| Annual return | 18.97% | 24.86%-5.9pp | 151.12%-132.2pp | 28.51%-9.5pp |
| Employer contribution / active EE | $2,274 | $2,236+1.7% | $5,011-54.6% | $2,270+0.2% |
| Participant deferral / active EE | $3,893 | $2,567+51.7% | $5,202-25.2% | $3,740+4.1% |
| Admin fee / account holder | $4 | $400-98.9% | $13,987-100.0% | $513-99.2% |