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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 | $106,110-37.8% | $147,005-55.1% | $77,671-15.0% |
| Participation rate | 89.9% | 78.4%+11.5pp | 82.2%+7.8pp | 70.6%+19.3pp |
| Annual return | 19.98% | 56.77%-36.8pp | 418.76%-398.8pp | 31.21%-11.2pp |
| Employer contribution / active EE | $2,895 | $4,065-28.8% | $4,934-41.3% | $2,726+6.2% |
| Participant deferral / active EE | $12,227 | $7,992+53.0% | $8,070+51.5% | $4,648+163.1% |
| Admin fee / account holder | $16 | $338-95.3% | $13,006-99.9% | $430-96.3% |