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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 | $2,687,218-95.9% | $164,975-33.2% | $199,921-44.9% |
| Participation rate | 98.0% | 78.3%+19.7pp | 78.6%+19.4pp | 72.0%+26.0pp |
| Annual return | 14.28% | 17.94%-3.7pp | 70.12%-55.8pp | 34.28%-20.0pp |
| Employer contribution / active EE | $3,867 | $2,958+30.7% | $4,343-10.9% | $3,035+27.4% |
| Participant deferral / active EE | $7,754 | $5,002+55.0% | $6,033+28.5% | $5,089+52.4% |
| Admin fee / account holder | $19 | $1,988-99.0% | $12,688-99.9% | $269-93.0% |