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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,493 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,192 | $75,058+221.3% | $152,301+58.4% | $64,340+274.9% |
| Participation rate | 100.0% | 60.9%+39.1pp | 82.4%+17.6pp | 55.2%+44.8pp |
| Annual return | 16.72% | 29.93%-13.2pp | 80.50%-63.8pp | 24.14%-7.4pp |
| Employer contribution / active EE | $8,849 | $2,605+239.7% | $4,624+91.3% | $1,862+375.3% |
| Participant deferral / active EE | $16,310 | $5,041+223.6% | $8,004+103.8% | $2,980+447.3% |
| Admin fee / account holder | $200 | $4,050-95.1% | $14,398-98.6% | $3,703-94.6% |