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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,868 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,516 | $81,870+28.9% | $119,622-11.8% | $68,486+54.1% |
| Participation rate | 93.8% | 71.9%+21.9pp | 79.3%+14.6pp | 67.9%+25.9pp |
| Annual return | -15.78% | -23.82%+8.0pp | -14.98%-0.8pp | -7.85%-7.9pp |
| Employer contribution / active EE | $6,543 | $2,692+143.1% | $4,232+54.6% | $2,597+152.0% |
| Participant deferral / active EE | $8,757 | $4,148+111.1% | $5,601+56.4% | $4,028+117.4% |
| Admin fee / account holder | $22 | $6,583-99.7% | $10,328-99.8% | $5,404-99.6% |