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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,489 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,116 | $89,282-40.5% | $94,672-43.9% | $74,473-28.7% |
| Participation rate | 98.4% | 82.4%+16.0pp | 80.8%+17.6pp | 70.7%+27.7pp |
| Annual return | 26.06% | 25.96%+0.1pp | 156.89%-130.8pp | 34.36%-8.3pp |
| Employer contribution / active EE | $1,962 | $3,022-35.1% | $3,673-46.6% | $2,638-25.6% |
| Participant deferral / active EE | $13,958 | $8,425+65.7% | $7,417+88.2% | $4,530+208.1% |
| Admin fee / account holder | $42 | $219-80.8% | $7,222-99.4% | $347-87.9% |