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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,134 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,314 | $65,453-1.7% | $86,698-25.8% | $66,938-3.9% |
| Participation rate | 71.8% | 75.5%-3.7pp | 76.6%-4.8pp | 69.8%+2.0pp |
| Annual return | -17.51% | -10.89%-6.6pp | 35.95%-53.5pp | 1.58%-19.1pp |
| Employer contribution / active EE | $1,802 | $2,154-16.3% | $2,837-36.5% | $2,545-29.2% |
| Participant deferral / active EE | $6,071 | $4,102+48.0% | $4,656+30.4% | $4,238+43.2% |
| Admin fee / account holder | $41 | $642-93.6% | $7,493-99.5% | $594-93.1% |