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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $46,104 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,532 | $53,512+134.6% | $189,611-33.8% | $93,010+35.0% |
| Participation rate | 97.5% | 67.3%+30.3pp | 78.5%+19.1pp | 73.9%+23.6pp |
| Annual return | 18.96% | 20.32%-1.4pp | 64.20%-45.2pp | 158.70%-139.7pp |
| Employer contribution / active EE | $5,922 | $1,429+314.3% | $4,413+34.2% | $2,705+118.9% |
| Participant deferral / active EE | $12,885 | $3,748+243.7% | $6,174+108.7% | $4,561+182.5% |
| Admin fee / account holder | $25 | $95-73.2% | $9,808-99.7% | $152-83.2% |