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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,263 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,071 | $93,131+77.2% | $106,551+54.9% | $86,813+90.1% |
| Participation rate | 78.9% | 81.4%-2.5pp | 76.1%+2.8pp | 72.3%+6.6pp |
| Annual return | 17.09% | 19.45%-2.4pp | 26.80%-9.7pp | 97.93%-80.8pp |
| Employer contribution / active EE | $1,761 | $2,895-39.2% | $2,819-37.5% | $2,406-26.8% |
| Participant deferral / active EE | $7,513 | $4,708+59.6% | $4,398+70.8% | $4,131+81.8% |
| Admin fee / account holder | $9 | $145-94.0% | $7,408-99.9% | $170-94.8% |