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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,516 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,030 | $84,936-15.2% | $111,308-35.3% | $79,391-9.3% |
| Participation rate | 74.3% | 75.9%-1.5pp | 77.3%-3.0pp | 70.7%+3.6pp |
| Annual return | 17.65% | 17.45%+0.2pp | 54.67%-37.0pp | 116.88%-99.2pp |
| Employer contribution / active EE | $1,283 | $1,979-35.2% | $2,732-53.0% | $2,428-47.2% |
| Participant deferral / active EE | $3,069 | $3,888-21.1% | $4,487-31.6% | $4,046-24.1% |
| Admin fee / account holder | $103 | $537-80.8% | $7,965-98.7% | $627-83.5% |