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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $838 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,984 | $79,223+19.9% | $102,460-7.3% | $74,478+27.5% |
| Participation rate | 91.5% | 74.8%+16.7pp | 76.5%+14.9pp | 67.2%+24.2pp |
| Annual return | 17.97% | 54.98%-37.0pp | 29.47%-11.5pp | 1370.56%-1352.6pp |
| Employer contribution / active EE | $3,517 | $2,363+48.8% | $3,025+16.3% | $2,626+33.9% |
| Participant deferral / active EE | $9,698 | $4,417+119.5% | $5,056+91.8% | $4,350+122.9% |
| Admin fee / account holder | $32 | $2,003-98.4% | $9,460-99.7% | $1,946-98.3% |