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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,861 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,314 | $79,151+77.3% | $60,919+130.3% | $64,824+116.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 73.1%+26.9pp | 71.5%+28.5pp |
| Annual return | -12.78% | -7.12%-5.7pp | 16.96%-29.7pp | 32.84%-45.6pp |
| Employer contribution / active EE | $6,826 | $3,052+123.6% | $2,704+152.5% | $2,507+172.3% |
| Participant deferral / active EE | $4,778 | $3,727+28.2% | $3,814+25.3% | $4,311+10.8% |
| Admin fee / account holder | $26 | $106-75.7% | $3,228-99.2% | $188-86.3% |