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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,974 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,305 | $101,672+41.9% | $147,117-1.9% | $74,478+93.8% |
| Participation rate | 93.7% | 75.5%+18.2pp | 82.2%+11.5pp | 67.2%+26.5pp |
| Annual return | 18.30% | 8757.83%-8739.5pp | 420.54%-402.2pp | 1370.56%-1352.3pp |
| Employer contribution / active EE | $3,606 | $3,813-5.4% | $4,932-26.9% | $2,626+37.3% |
| Participant deferral / active EE | $7,502 | $7,305+2.7% | $8,065-7.0% | $4,350+72.4% |
| Admin fee / account holder | $147 | $1,753-91.6% | $12,993-98.9% | $1,946-92.5% |