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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $68,415 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,538 | $100,272-43.6% | $170,028-66.7% | $74,440-24.0% |
| Participation rate | 82.3% | 87.4%-5.1pp | 87.0%-4.7pp | 70.7%+11.6pp |
| Annual return | 29.39% | 66.12%-36.7pp | 53.39%-24.0pp | 34.37%-5.0pp |
| Employer contribution / active EE | $2,607 | $4,266-38.9% | $6,788-61.6% | $2,638-1.2% |
| Participant deferral / active EE | $11,724 | $7,147+64.0% | $10,409+12.6% | $4,529+158.9% |
| Admin fee / account holder | $87 | $235-63.0% | $12,820-99.3% | $348-75.0% |