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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$29,808 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,257 | $91,406+157.4% | $130,062+80.9% | $74,473+215.9% |
| Participation rate | 91.7% | 77.8%+13.9pp | 78.5%+13.2pp | 70.7%+21.0pp |
| Annual return | 23.20% | 23.21%0pp | -137.37%+160.6pp | 34.36%-11.2pp |
| Employer contribution / active EE | $7,795 | $2,565+203.9% | $4,322+80.4% | $2,638+195.5% |
| Participant deferral / active EE | $16,311 | $4,724+245.3% | $5,821+180.2% | $4,530+260.1% |
| Admin fee / account holder | $9 | $283-96.7% | $10,601-99.9% | $347-97.3% |