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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $56,828 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,961 | $86,897-55.2% | $151,639-74.3% | $64,819-39.9% |
| Participation rate | 80.6% | 87.3%-6.7pp | 87.5%-6.9pp | 71.5%+9.1pp |
| Annual return | -14.41% | -3.57%-10.8pp | 3.34%-17.7pp | 32.84%-47.2pp |
| Employer contribution / active EE | $2,078 | $4,010-48.2% | $6,165-66.3% | $2,507-17.1% |
| Participant deferral / active EE | $9,042 | $6,690+35.2% | $8,363+8.1% | $4,311+109.8% |
| Admin fee / account holder | $73 | $153-52.1% | $11,613-99.4% | $188-61.0% |