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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 | $90,003-52.8% | $100,398-57.7% | $77,692-45.3% |
| Participation rate | 92.1% | 81.3%+10.8pp | 81.5%+10.6pp | 70.6%+21.5pp |
| Annual return | 17.46% | 20.61%-3.2pp | 49.32%-31.9pp | 31.25%-13.8pp |
| Employer contribution / active EE | $3,258 | $3,043+7.0% | $3,946-17.4% | $2,726+19.5% |
| Participant deferral / active EE | $6,401 | $8,287-22.8% | $8,084-20.8% | $4,648+37.7% |
| Admin fee / account holder | $93 | $172-46.0% | $7,893-98.8% | $431-78.5% |