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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $988 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,685 | $65,125-6.8% | $143,797-57.8% | $66,949-9.4% |
| Participation rate | 86.0% | 65.2%+20.8pp | 80.3%+5.7pp | 69.8%+16.2pp |
| Annual return | -17.24% | -11.13%-6.1pp | -0.04%-17.2pp | 1.57%-18.8pp |
| Employer contribution / active EE | $2,833 | $2,362+19.9% | $4,952-42.8% | $2,545+11.3% |
| Participant deferral / active EE | $4,890 | $2,920+67.5% | $5,638-13.3% | $4,239+15.4% |
| Admin fee / account holder | $6 | $503-98.8% | $14,679-100.0% | $594-99.0% |