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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 | $101,591+25.6% | $147,096-13.3% | $74,429+71.4% |
| Participation rate | 95.9% | 75.5%+20.3pp | 82.2%+13.7pp | 67.2%+28.7pp |
| Annual return | 16.99% | 8746.45%-8729.5pp | 419.75%-402.8pp | 1368.38%-1351.4pp |
| Employer contribution / active EE | $4,890 | $3,813+28.3% | $4,936-0.9% | $2,625+86.3% |
| Participant deferral / active EE | $19,407 | $7,302+165.8% | $8,071+140.5% | $4,348+346.3% |
| Admin fee / account holder | $50 | $1,750-97.1% | $13,005-99.6% | $1,944-97.4% |