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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $113,980 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,635 | $48,166-55.1% | $96,570-77.6% | $93,010-76.7% |
| Participation rate | 93.6% | 65.1%+28.5pp | 69.8%+23.8pp | 73.9%+19.7pp |
| Annual return | 13.85% | 21.31%-7.5pp | 37.79%-23.9pp | 158.70%-144.9pp |
| Employer contribution / active EE | $1,104 | $1,070+3.2% | $2,357-53.2% | $2,705-59.2% |
| Participant deferral / active EE | $3,959 | $2,576+53.7% | $3,849+2.9% | $4,561-13.2% |
| Admin fee / account holder | $110 | $110+0.2% | $6,182-98.2% | $152-27.2% |