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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,544 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,281 | $101,653-34.8% | $147,080-54.9% | $74,459-11.0% |
| Participation rate | 73.0% | 75.6%-2.5pp | 82.2%-9.2pp | 67.2%+5.8pp |
| Annual return | 15.04% | 8754.98%-8739.9pp | 420.17%-405.1pp | 1369.70%-1354.7pp |
| Employer contribution / active EE | $1,233 | $3,813-67.7% | $4,933-75.0% | $2,626-53.0% |
| Participant deferral / active EE | $7,969 | $7,304+9.1% | $8,066-1.2% | $4,350+83.2% |
| Admin fee / account holder | $8 | $1,752-99.6% | $12,989-99.9% | $1,945-99.6% |