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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,275 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,628 | $79,169+34.7% | $100,415+6.2% | $74,478+43.2% |
| Participation rate | 92.6% | 79.4%+13.2pp | 81.5%+11.1pp | 67.2%+25.4pp |
| Annual return | 18.50% | 20.51%-2.0pp | 49.47%-31.0pp | 1370.56%-1352.1pp |
| Employer contribution / active EE | $8,619 | $3,017+185.7% | $3,943+118.6% | $2,626+228.2% |
| Participant deferral / active EE | $13,228 | $7,751+70.7% | $8,091+63.5% | $4,350+204.1% |
| Admin fee / account holder | $8 | $1,337-99.4% | $7,906-99.9% | $1,946-99.6% |