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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,166 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,462 | $101,591+20.5% | $147,096-16.7% | $74,429+64.5% |
| Participation rate | 82.5% | 75.5%+6.9pp | 82.2%+0.3pp | 67.2%+15.3pp |
| Annual return | 16.86% | 8746.45%-8729.6pp | 419.75%-402.9pp | 1368.38%-1351.5pp |
| Employer contribution / active EE | $974 | $3,813-74.4% | $4,936-80.3% | $2,625-62.9% |
| Participant deferral / active EE | $9,939 | $7,302+36.1% | $8,071+23.1% | $4,348+128.6% |
| Admin fee / account holder | $80 | $1,750-95.4% | $13,005-99.4% | $1,944-95.9% |