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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $724 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,243 | $69,477+11.2% | $94,659-18.4% | $71,476+8.1% |
| Participation rate | 97.8% | 78.4%+19.4pp | 80.8%+17.0pp | 67.9%+29.9pp |
| Annual return | 35.64% | 29.66%+6.0pp | 156.75%-121.1pp | 28.85%+6.8pp |
| Employer contribution / active EE | $8,356 | $2,853+192.9% | $3,673+127.5% | $2,589+222.8% |
| Participant deferral / active EE | $12,748 | $7,345+73.6% | $7,419+71.8% | $4,290+197.2% |
| Admin fee / account holder | $4 | $1,210-99.6% | $7,232-99.9% | $1,587-99.7% |