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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,634 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,814 | $106,264+44.7% | $147,117+4.6% | $77,762+97.8% |
| Participation rate | 91.2% | 78.4%+12.8pp | 82.2%+9.0pp | 70.6%+20.6pp |
| Annual return | 21.14% | 56.94%-35.8pp | 420.54%-399.4pp | 31.27%-10.1pp |
| Employer contribution / active EE | $6,717 | $4,074+64.9% | $4,932+36.2% | $2,728+146.2% |
| Participant deferral / active EE | $21,795 | $8,003+172.3% | $8,065+170.3% | $4,651+368.6% |
| Admin fee / account holder | $37 | $334-89.0% | $12,993-99.7% | $433-91.5% |