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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $53,894 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,983 | $95,369-60.2% | $135,942-72.1% | $74,440-49.0% |
| Participation rate | 98.5% | 78.2%+20.3pp | 81.9%+16.6pp | 70.7%+27.8pp |
| Annual return | 20.42% | 32.72%-12.3pp | 68.28%-47.9pp | 34.37%-13.9pp |
| Employer contribution / active EE | $3,729 | $3,878-3.8% | $4,858-23.2% | $2,638+41.4% |
| Participant deferral / active EE | $11,139 | $7,788+43.0% | $7,759+43.6% | $4,529+146.0% |
| Admin fee / account holder | $60 | $266-77.3% | $10,764-99.4% | $348-82.7% |