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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$30,034 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,956 | $101,672+101.6% | $147,117+39.3% | $74,478+175.2% |
| Participation rate | 98.7% | 75.5%+23.1pp | 82.2%+16.5pp | 67.2%+31.4pp |
| Annual return | 20.82% | 8757.83%-8737.0pp | 420.54%-399.7pp | 1370.56%-1349.7pp |
| Employer contribution / active EE | $8,700 | $3,813+128.1% | $4,932+76.4% | $2,626+231.3% |
| Participant deferral / active EE | $14,151 | $7,305+93.7% | $8,065+75.5% | $4,350+225.3% |
| Admin fee / account holder | $210 | $1,753-88.0% | $12,993-98.4% | $1,946-89.2% |