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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,405 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,118 | $106,264-31.2% | $147,117-50.3% | $77,762-6.0% |
| Participation rate | 94.2% | 78.4%+15.8pp | 82.2%+12.0pp | 70.6%+23.6pp |
| Annual return | 19.33% | 56.94%-37.6pp | 420.54%-401.2pp | 31.27%-11.9pp |
| Employer contribution / active EE | $9,310 | $4,074+128.5% | $4,932+88.8% | $2,728+241.3% |
| Participant deferral / active EE | $10,352 | $8,003+29.3% | $8,065+28.4% | $4,651+122.6% |
| Admin fee / account holder | $44 | $334-86.9% | $12,993-99.7% | $433-89.9% |