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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,453 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,082 | $37,440+100.5% | $77,081-2.6% | $66,930+12.2% |
| Participation rate | 89.4% | 52.9%+36.5pp | 67.9%+21.5pp | 69.8%+19.6pp |
| Annual return | -17.96% | -3.26%-14.7pp | 42.33%-60.3pp | 1.57%-19.5pp |
| Employer contribution / active EE | $1,208 | $1,534-21.3% | $2,813-57.1% | $2,545-52.5% |
| Participant deferral / active EE | $5,409 | $2,620+106.5% | $4,428+22.2% | $4,238+27.6% |
| Admin fee / account holder | $125 | $568-78.0% | $5,427-97.7% | $593-79.0% |