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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$10,224 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,453 | $87,125+11.9% | $108,405-10.1% | $86,821+12.2% |
| Participation rate | 95.7% | 80.5%+15.1pp | 80.1%+15.5pp | 72.3%+23.4pp |
| Annual return | 20.63% | 25.21%-4.6pp | 905.55%-884.9pp | 97.94%-77.3pp |
| Employer contribution / active EE | $4,728 | $2,477+90.8% | $3,559+32.8% | $2,406+96.5% |
| Participant deferral / active EE | $11,759 | $6,944+69.3% | $6,563+79.2% | $4,132+184.6% |
| Admin fee / account holder | -$24 | $130-118.7% | $7,297-100.3% | $170-114.4% |