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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,497 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,795 | $69,745+240.9% | $67,511+252.2% | $74,546+219.0% |
| Participation rate | 95.9% | 71.3%+24.5pp | 72.9%+23.0pp | 67.2%+28.7pp |
| Annual return | 13.15% | -40.37%+53.5pp | 3517.41%-3504.3pp | 1366.03%-1352.9pp |
| Employer contribution / active EE | $11,179 | $2,705+313.3% | $2,733+309.1% | $2,624+326.0% |
| Participant deferral / active EE | $14,476 | $3,636+298.1% | $4,000+261.9% | $4,347+233.0% |
| Admin fee / account holder | $10 | $894-98.9% | $3,999-99.8% | $1,944-99.5% |