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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $47,197 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,675 | $41,647-50.4% | $96,171-78.5% | $86,821-76.2% |
| Participation rate | 88.2% | 50.3%+37.9pp | 68.4%+19.8pp | 72.3%+15.9pp |
| Annual return | 16.36% | 27.24%-10.9pp | 192.04%-175.7pp | 97.94%-81.6pp |
| Employer contribution / active EE | $284 | $1,328-78.6% | $2,799-89.9% | $2,406-88.2% |
| Participant deferral / active EE | $2,821 | $2,412+17.0% | $4,350-35.1% | $4,132-31.7% |
| Admin fee / account holder | $138 | $169-18.4% | $5,538-97.5% | $170-18.5% |