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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,236 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,539 | $79,045-17.1% | $100,378-34.7% | $74,429-11.9% |
| Participation rate | 98.6% | 79.4%+19.2pp | 81.5%+17.1pp | 67.2%+31.4pp |
| Annual return | 17.96% | 20.61%-2.7pp | 49.41%-31.4pp | 1368.38%-1350.4pp |
| Employer contribution / active EE | $1,758 | $3,015-41.7% | $3,942-55.4% | $2,625-33.0% |
| Participant deferral / active EE | $16,037 | $7,751+106.9% | $8,087+98.3% | $4,348+268.8% |
| Admin fee / account holder | $29 | $1,335-97.9% | $7,899-99.6% | $1,944-98.5% |