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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $606 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,683 | $61,166+27.0% | $185,849-58.2% | $79,391-2.2% |
| Participation rate | 85.9% | 66.6%+19.3pp | 81.7%+4.2pp | 70.7%+15.2pp |
| Annual return | 14.24% | 19.45%-5.2pp | 122.10%-107.9pp | 116.88%-102.6pp |
| Employer contribution / active EE | $2,332 | $2,321+0.5% | $5,169-54.9% | $2,428-3.9% |
| Participant deferral / active EE | $4,664 | $2,789+67.3% | $5,569-16.2% | $4,046+15.3% |
| Admin fee / account holder | $4 | $710-99.4% | $16,244-100.0% | $627-99.3% |