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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,747 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,176 | $86,225+185.5% | $146,647+67.9% | $86,821+183.5% |
| Participation rate | 89.8% | 78.0%+11.8pp | 80.1%+9.7pp | 72.3%+17.5pp |
| Annual return | 16.82% | 31.23%-14.4pp | 22.75%-5.9pp | 97.94%-81.1pp |
| Employer contribution / active EE | $5,462 | $2,392+128.3% | $4,137+32.0% | $2,406+127.0% |
| Participant deferral / active EE | $15,172 | $4,245+257.4% | $5,506+175.5% | $4,132+267.2% |
| Admin fee / account holder | $10 | $195-95.1% | $10,281-99.9% | $170-94.3% |