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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,647 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,781 | $100,801+26.8% | $149,751-14.7% | $73,415+74.1% |
| Participation rate | 98.2% | 77.7%+20.5pp | 82.5%+15.7pp | 72.2%+26.0pp |
| Annual return | 19.21% | 265.34%-246.1pp | 276.71%-257.5pp | 59.30%-40.1pp |
| Employer contribution / active EE | $8,915 | $3,312+169.2% | $4,646+91.9% | $2,234+299.1% |
| Participant deferral / active EE | $12,532 | $6,404+95.7% | $6,843+83.1% | $3,806+229.3% |
| Admin fee / account holder | $12 | $181-93.3% | $9,312-99.9% | $158-92.3% |