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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $8,152 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,989 | $56,540-43.4% | $185,849-82.8% | $86,821-63.2% |
| Participation rate | 98.7% | 65.5%+33.2pp | 81.7%+17.0pp | 72.3%+26.4pp |
| Annual return | 20.55% | 118.20%-97.7pp | 122.10%-101.6pp | 97.94%-77.4pp |
| Employer contribution / active EE | $1,287 | $1,844-30.2% | $5,169-75.1% | $2,406-46.5% |
| Participant deferral / active EE | $2,699 | $2,555+5.6% | $5,569-51.5% | $4,132-34.7% |
| Admin fee / account holder | $12 | $150-91.7% | $16,244-99.9% | $170-92.6% |