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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,520 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,878 | $101,653-34.2% | $147,080-54.5% | $74,459-10.2% |
| Participation rate | 82.3% | 75.6%+6.7pp | 82.2%+0.1pp | 67.2%+15.1pp |
| Annual return | 24.29% | 8754.98%-8730.7pp | 420.17%-395.9pp | 1369.70%-1345.4pp |
| Employer contribution / active EE | $5,029 | $3,813+31.9% | $4,933+1.9% | $2,626+91.5% |
| Participant deferral / active EE | $10,174 | $7,304+39.3% | $8,066+26.1% | $4,350+133.9% |
| Admin fee / account holder | $56 | $1,752-96.8% | $12,989-99.6% | $1,945-97.1% |