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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 | $79,181+20.0% | $102,423-7.3% | $74,429+27.6% |
| Participation rate | 91.5% | 74.8%+16.7pp | 76.5%+15.0pp | 67.2%+24.2pp |
| Annual return | 17.97% | 54.97%-37.0pp | 29.42%-11.5pp | 1368.38%-1350.4pp |
| Employer contribution / active EE | $3,517 | $2,362+48.9% | $3,023+16.4% | $2,625+34.0% |
| Participant deferral / active EE | $9,698 | $4,416+119.6% | $5,054+91.9% | $4,348+123.0% |
| Admin fee / account holder | $32 | $2,002-98.4% | $9,455-99.7% | $1,944-98.3% |