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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $47,274 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,281 | $88,137-29.3% | $164,975-62.2% | $74,429-16.3% |
| Participation rate | 92.7% | 73.1%+19.6pp | 78.6%+14.1pp | 67.2%+25.5pp |
| Annual return | 17.30% | 17.13%+0.2pp | 70.12%-52.8pp | 1368.38%-1351.1pp |
| Employer contribution / active EE | $2,479 | $2,597-4.6% | $4,343-42.9% | $2,625-5.6% |
| Participant deferral / active EE | $5,511 | $4,501+22.5% | $6,033-8.7% | $4,348+26.7% |
| Admin fee / account holder | $224 | $2,231-90.0% | $12,688-98.2% | $1,944-88.5% |