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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,472 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,595 | $101,653+25.5% | $147,080-13.2% | $74,459+71.4% |
| Participation rate | 95.9% | 75.6%+20.3pp | 82.2%+13.7pp | 67.2%+28.6pp |
| Annual return | 16.99% | 8754.98%-8738.0pp | 420.17%-403.2pp | 1369.70%-1352.7pp |
| Employer contribution / active EE | $4,890 | $3,813+28.2% | $4,933-0.9% | $2,626+86.2% |
| Participant deferral / active EE | $19,407 | $7,304+165.7% | $8,066+140.6% | $4,350+346.2% |
| Admin fee / account holder | $50 | $1,752-97.1% | $12,989-99.6% | $1,945-97.4% |