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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 | $101,591-34.8% | $147,096-54.9% | $74,429-10.9% |
| Participation rate | 73.0% | 75.5%-2.5pp | 82.2%-9.2pp | 67.2%+5.8pp |
| Annual return | 15.04% | 8746.45%-8731.4pp | 419.75%-404.7pp | 1368.38%-1353.3pp |
| Employer contribution / active EE | $1,233 | $3,813-67.7% | $4,936-75.0% | $2,625-53.0% |
| Participant deferral / active EE | $7,969 | $7,302+9.1% | $8,071-1.3% | $4,348+83.3% |
| Admin fee / account holder | $8 | $1,750-99.6% | $13,005-99.9% | $1,944-99.6% |