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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,219 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,444 | $61,356+18.1% | $149,696-51.6% | $71,511+1.3% |
| Participation rate | 87.7% | 62.5%+25.2pp | 78.8%+8.9pp | 67.9%+19.8pp |
| Annual return | 18.12% | 35.86%-17.7pp | 134.46%-116.3pp | 28.86%-10.7pp |
| Employer contribution / active EE | $2,384 | $2,382+0.1% | $4,821-50.5% | $2,589-7.9% |
| Participant deferral / active EE | $4,914 | $2,920+68.3% | $5,682-13.5% | $4,291+14.5% |
| Admin fee / account holder | $7 | $1,263-99.4% | $13,212-99.9% | $1,588-99.5% |