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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 | $88,360+173.0% | $145,433+65.8% | $67,986+254.8% |
| Participation rate | 100.0% | 65.5%+34.5pp | 82.1%+17.9pp | 57.2%+42.8pp |
| Annual return | 16.72% | 63.15%-46.4pp | 66.58%-49.9pp | 31.67%-14.9pp |
| Employer contribution / active EE | $8,849 | $3,054+189.7% | $4,554+94.3% | $2,019+338.3% |
| Participant deferral / active EE | $16,310 | $5,932+175.0% | $7,897+106.5% | $3,358+385.7% |
| Admin fee / account holder | $200 | $3,313-94.0% | $13,129-98.5% | $3,203-93.8% |