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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $86,555 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,468 | $90,064-52.8% | $100,392-57.7% | $77,736-45.4% |
| Participation rate | 92.1% | 81.3%+10.8pp | 81.5%+10.6pp | 70.6%+21.5pp |
| Annual return | 17.46% | 20.61%-3.2pp | 49.45%-32.0pp | 31.26%-13.8pp |
| Employer contribution / active EE | $3,258 | $3,043+7.0% | $3,941-17.4% | $2,728+19.4% |
| Participant deferral / active EE | $6,401 | $8,282-22.7% | $8,090-20.9% | $4,651+37.6% |
| Admin fee / account holder | $93 | $172-46.1% | $7,904-98.8% | $433-78.6% |