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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $58,390 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,038 | $90,064-20.0% | $100,415-28.3% | $77,762-7.4% |
| Participation rate | 91.6% | 81.3%+10.3pp | 81.5%+10.0pp | 70.6%+21.0pp |
| Annual return | 23.54% | 20.61%+2.9pp | 49.47%-25.9pp | 31.27%-7.7pp |
| Employer contribution / active EE | $4,541 | $3,043+49.2% | $3,943+15.2% | $2,728+66.4% |
| Participant deferral / active EE | $10,055 | $8,282+21.4% | $8,091+24.3% | $4,651+116.2% |
| Admin fee / account holder | $190 | $172+10.6% | $7,906-97.6% | $433-56.1% |