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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $70,543 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,248 | $2,703,213-95.9% | $165,100-33.2% | $200,096-44.9% |
| Participation rate | 98.0% | 78.4%+19.6pp | 78.6%+19.4pp | 72.0%+26.0pp |
| Annual return | 14.28% | 17.97%-3.7pp | 70.21%-55.9pp | 34.26%-20.0pp |
| Employer contribution / active EE | $3,867 | $2,973+30.1% | $4,348-11.1% | $3,038+27.3% |
| Participant deferral / active EE | $7,754 | $5,021+54.4% | $6,035+28.5% | $5,090+52.3% |
| Admin fee / account holder | $19 | $1,999-99.1% | $12,696-99.9% | $269-93.0% |