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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,525 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,036 | $83,045+37.3% | $130,045-12.3% | $71,511+59.5% |
| Participation rate | 97.4% | 74.1%+23.3pp | 78.5%+18.9pp | 67.9%+29.5pp |
| Annual return | 18.54% | 20.61%-2.1pp | -137.30%+155.8pp | 28.86%-10.3pp |
| Employer contribution / active EE | $6,285 | $2,623+139.6% | $4,321+45.4% | $2,589+142.7% |
| Participant deferral / active EE | $8,697 | $4,436+96.1% | $5,820+49.4% | $4,291+102.7% |
| Admin fee / account holder | $11 | $1,727-99.4% | $10,600-99.9% | $1,588-99.3% |