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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$24,343 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,856 | $69,477+153.1% | $94,679+85.7% | $71,495+146.0% |
| Participation rate | 92.6% | 78.4%+14.1pp | 80.8%+11.8pp | 67.9%+24.7pp |
| Annual return | 19.33% | 29.66%-10.3pp | 156.75%-137.4pp | 28.85%-9.5pp |
| Employer contribution / active EE | $3,402 | $2,853+19.2% | $3,673-7.4% | $2,589+31.4% |
| Participant deferral / active EE | $19,679 | $7,345+167.9% | $7,417+165.3% | $4,291+358.6% |
| Admin fee / account holder | -$104 | $1,210-108.6% | $7,233-101.4% | $1,588-106.5% |