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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 | $106,164-31.1% | $147,041-50.3% | $77,692-5.9% |
| Participation rate | 94.2% | 78.4%+15.8pp | 82.2%+12.0pp | 70.6%+23.6pp |
| Annual return | 19.33% | 56.81%-37.5pp | 419.21%-399.9pp | 31.25%-11.9pp |
| Employer contribution / active EE | $9,310 | $4,066+129.0% | $4,935+88.7% | $2,726+241.5% |
| Participant deferral / active EE | $10,352 | $7,993+29.5% | $8,071+28.3% | $4,648+122.7% |
| Admin fee / account holder | $44 | $338-87.1% | $13,006-99.7% | $431-89.9% |