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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,125 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,274 | $71,523+80.7% | $98,461+31.3% | $71,511+80.8% |
| Participation rate | 89.7% | 72.7%+17.0pp | 75.2%+14.5pp | 67.9%+21.7pp |
| Annual return | 24.36% | 32.43%-8.1pp | 21.17%+3.2pp | 28.86%-4.5pp |
| Employer contribution / active EE | $3,889 | $2,399+62.1% | $3,049+27.6% | $2,589+50.2% |
| Participant deferral / active EE | $8,886 | $4,109+116.3% | $4,738+87.5% | $4,291+107.1% |
| Admin fee / account holder | $7 | $1,676-99.6% | $8,961-99.9% | $1,588-99.6% |