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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 | $69,708+241.1% | $67,560+252.0% | $74,478+219.3% |
| Participation rate | 95.9% | 71.4%+24.4pp | 72.9%+22.9pp | 67.2%+28.6pp |
| Annual return | 13.15% | -40.67%+53.8pp | 3533.50%-3520.3pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $11,179 | $2,715+311.8% | $2,737+308.5% | $2,626+325.7% |
| Participant deferral / active EE | $14,476 | $3,637+298.0% | $4,004+261.5% | $4,350+232.8% |
| Admin fee / account holder | $10 | $887-98.9% | $3,994-99.8% | $1,946-99.5% |