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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,307 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,037 | $106,264-37.9% | $147,117-55.1% | $77,762-15.1% |
| Participation rate | 89.9% | 78.4%+11.5pp | 82.2%+7.7pp | 70.6%+19.3pp |
| Annual return | 19.98% | 56.94%-37.0pp | 420.54%-400.6pp | 31.27%-11.3pp |
| Employer contribution / active EE | $2,895 | $4,074-28.9% | $4,932-41.3% | $2,728+6.1% |
| Participant deferral / active EE | $12,227 | $8,003+52.8% | $8,065+51.6% | $4,651+162.9% |
| Admin fee / account holder | $16 | $334-95.3% | $12,993-99.9% | $433-96.4% |