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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $31,380 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,251 | $122,042+55.9% | $184,243+3.3% | $74,429+155.6% |
| Participation rate | 96.6% | 85.5%+11.1pp | 86.8%+9.7pp | 67.2%+29.3pp |
| Annual return | 18.30% | 19.91%-1.6pp | 28.82%-10.5pp | 1368.38%-1350.1pp |
| Employer contribution / active EE | $2,767 | $4,538-39.0% | $6,427-57.0% | $2,625+5.4% |
| Participant deferral / active EE | $23,036 | $7,143+222.5% | $9,132+152.2% | $4,348+429.8% |
| Admin fee / account holder | $123 | $1,252-90.2% | $13,914-99.1% | $1,944-93.7% |