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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,731 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,715 | $185,342+19.6% | $111,306+99.2% | $86,821+155.4% |
| Participation rate | 95.7% | 81.0%+14.7pp | 77.3%+18.4pp | 72.3%+23.4pp |
| Annual return | 18.36% | 500.80%-482.4pp | 54.67%-36.3pp | 97.94%-79.6pp |
| Employer contribution / active EE | $4,919 | $2,246+119.0% | $2,732+80.1% | $2,406+104.5% |
| Participant deferral / active EE | $9,471 | $4,458+112.4% | $4,488+111.1% | $4,132+129.2% |
| Admin fee / account holder | $8 | $255-96.9% | $7,966-99.9% | $170-95.3% |