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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 | $106,247+44.8% | $147,096+4.6% | $77,714+97.9% |
| Participation rate | 91.2% | 78.4%+12.9pp | 82.2%+9.1pp | 70.6%+20.7pp |
| Annual return | 21.14% | 56.87%-35.7pp | 419.75%-398.6pp | 31.26%-10.1pp |
| Employer contribution / active EE | $6,717 | $4,069+65.1% | $4,936+36.1% | $2,727+146.3% |
| Participant deferral / active EE | $21,795 | $7,996+172.6% | $8,071+170.0% | $4,649+368.8% |
| Admin fee / account holder | $37 | $338-89.1% | $13,005-99.7% | $433-91.5% |