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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$15,003 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,392 | $91,424+96.2% | $135,942+32.0% | $71,495+150.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 27.05% | 29.90%-2.9pp | 68.28%-41.2pp | 28.85%-1.8pp |
| Employer contribution / active EE | $8,383 | $3,704+126.3% | $4,858+72.6% | $2,589+223.8% |
| Participant deferral / active EE | $15,407 | $7,092+117.2% | $7,759+98.6% | $4,291+259.1% |
| Admin fee / account holder | $203 | $1,266-84.0% | $10,764-98.1% | $1,588-87.2% |