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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 | $69,774+240.8% | $67,561+252.0% | $74,429+219.5% |
| Participation rate | 95.9% | 71.4%+24.5pp | 72.9%+23.0pp | 67.2%+28.7pp |
| Annual return | 13.15% | -40.53%+53.7pp | 3525.44%-3512.3pp | 1368.38%-1355.2pp |
| Employer contribution / active EE | $11,179 | $2,710+312.5% | $2,735+308.8% | $2,625+325.9% |
| Participant deferral / active EE | $14,476 | $3,636+298.1% | $4,003+261.6% | $4,348+232.9% |
| Admin fee / account holder | $10 | $890-98.9% | $4,006-99.8% | $1,944-99.5% |