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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,154 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,860 | $41,151+329.8% | $80,648+119.3% | $71,529+147.3% |
| Participation rate | 100.0% | 50.2%+49.8pp | 67.0%+33.0pp | 67.9%+32.1pp |
| Annual return | 33.03% | 38.49%-5.5pp | 937.21%-904.2pp | 28.97%+4.1pp |
| Employer contribution / active EE | $20,384 | $1,513+1247.1% | $2,724+648.4% | $2,590+687.1% |
| Participant deferral / active EE | $17,869 | $2,700+561.7% | $4,443+302.2% | $4,291+316.4% |
| Admin fee / account holder | $21 | $1,842-98.8% | $5,382-99.6% | $1,588-98.6% |