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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $550 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,086 | $65,092+39.9% | $143,799-36.7% | $66,938+36.1% |
| Participation rate | 86.2% | 65.2%+21.0pp | 80.3%+5.9pp | 69.8%+16.4pp |
| Annual return | 6.01% | -11.14%+17.1pp | -0.04%+6.1pp | 1.58%+4.4pp |
| Employer contribution / active EE | $1,980 | $2,362-16.2% | $4,952-60.0% | $2,545-22.2% |
| Participant deferral / active EE | $4,141 | $2,920+41.8% | $5,638-26.6% | $4,238-2.3% |
| Admin fee / account holder | $14 | $502-97.1% | $14,677-99.9% | $594-97.6% |