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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 | $122,239+55.6% | $184,200+3.3% | $74,546+155.2% |
| Participation rate | 96.6% | 85.5%+11.1pp | 86.8%+9.7pp | 67.2%+29.3pp |
| Annual return | 18.30% | 19.95%-1.6pp | 28.80%-10.5pp | 1366.03%-1347.7pp |
| Employer contribution / active EE | $2,767 | $4,537-39.0% | $6,424-56.9% | $2,624+5.4% |
| Participant deferral / active EE | $23,036 | $7,139+222.7% | $9,132+152.3% | $4,347+429.9% |
| Admin fee / account holder | $123 | $1,260-90.2% | $13,907-99.1% | $1,944-93.7% |