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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,715 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,796 | $82,163-49.1% | $125,381-66.7% | $64,819-35.5% |
| Participation rate | 90.5% | 77.9%+12.6pp | 82.4%+8.1pp | 71.5%+19.0pp |
| Annual return | -14.99% | 3.49%-18.5pp | 572.31%-587.3pp | 32.84%-47.8pp |
| Employer contribution / active EE | $6,613 | $3,616+82.9% | $4,815+37.3% | $2,507+163.8% |
| Participant deferral / active EE | $7,779 | $7,175+8.4% | $7,448+4.4% | $4,311+80.5% |
| Admin fee / account holder | $35 | $163-78.7% | $10,007-99.7% | $188-81.5% |