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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$76,037 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,947 | $127,481+10.6% | $149,730-5.9% | $90,274+56.1% |
| Participation rate | 96.4% | 78.2%+18.2pp | 82.5%+13.9pp | 73.4%+23.1pp |
| Annual return | 17.36% | 57.78%-40.4pp | 276.70%-259.3pp | 53.97%-36.6pp |
| Employer contribution / active EE | $5,635 | $3,448+63.4% | $4,645+21.3% | $2,523+123.3% |
| Participant deferral / active EE | $9,814 | $6,975+40.7% | $6,843+43.4% | $4,231+132.0% |
| Admin fee / account holder | $13 | $152-91.1% | $9,310-99.9% | $114-88.2% |