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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,861 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,976 | $83,045-7.3% | $130,045-40.8% | $71,511+7.6% |
| Participation rate | 92.0% | 74.1%+17.9pp | 78.5%+13.5pp | 67.9%+24.1pp |
| Annual return | 0.00% | 20.61%-20.6pp | -137.30%+137.3pp | 28.86%-28.9pp |
| Employer contribution / active EE | $1,646 | $2,623-37.3% | $4,321-61.9% | $2,589-36.4% |
| Participant deferral / active EE | $4,068 | $4,436-8.3% | $5,820-30.1% | $4,291-5.2% |
| Admin fee / account holder | $94 | $1,727-94.6% | $10,600-99.1% | $1,588-94.1% |