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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 | $101,499-34.1% | $147,005-54.5% | $74,546-10.3% |
| Participation rate | 82.3% | 75.5%+6.7pp | 82.2%+0.1pp | 67.2%+15.1pp |
| Annual return | 24.29% | 8732.34%-8708.1pp | 418.76%-394.5pp | 1366.03%-1341.7pp |
| Employer contribution / active EE | $5,029 | $3,811+32.0% | $4,934+1.9% | $2,624+91.6% |
| Participant deferral / active EE | $10,174 | $7,304+39.3% | $8,070+26.1% | $4,347+134.0% |
| Admin fee / account holder | $56 | $1,748-96.8% | $13,006-99.6% | $1,944-97.1% |