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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $506 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,053 | $98,766+103.6% | $149,730+34.3% | $79,852+151.8% |
| Participation rate | 91.2% | 75.8%+15.4pp | 82.5%+8.7pp | 69.6%+21.6pp |
| Annual return | 27.08% | 27.43%-0.4pp | 276.70%-249.6pp | 31.72%-4.6pp |
| Employer contribution / active EE | $3,330 | $3,217+3.5% | $4,645-28.3% | $2,471+34.7% |
| Participant deferral / active EE | $12,110 | $5,681+113.2% | $6,843+77.0% | $3,740+223.8% |
| Admin fee / account holder | $6 | $6,052-99.9% | $9,310-99.9% | $5,306-99.9% |