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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $45,052 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,909 | $85,144+16.2% | $130,070-24.0% | $80,187+23.3% |
| Participation rate | 97.6% | 79.5%+18.1pp | 78.5%+19.1pp | 72.9%+24.7pp |
| Annual return | 19.12% | 23.78%-4.7pp | -137.40%+156.5pp | 40.40%-21.3pp |
| Employer contribution / active EE | $3,850 | $3,059+25.9% | $4,322-10.9% | $2,980+29.2% |
| Participant deferral / active EE | $7,521 | $4,992+50.6% | $5,821+29.2% | $5,016+49.9% |
| Admin fee / account holder | $12 | $392-96.8% | $10,600-99.9% | $145-91.5% |