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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,223 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,967 | $73,638-6.3% | $95,964-28.1% | $73,497-6.2% |
| Participation rate | 89.9% | 76.2%+13.7pp | 77.1%+12.8pp | 70.7%+19.2pp |
| Annual return | 18.55% | 16.78%+1.8pp | 91.64%-73.1pp | 28.51%-10.0pp |
| Employer contribution / active EE | $2,809 | $1,863+50.8% | $2,541+10.5% | $2,270+23.7% |
| Participant deferral / active EE | $6,287 | $3,617+73.8% | $4,167+50.9% | $3,740+68.1% |
| Admin fee / account holder | $16 | $482-96.6% | $6,797-99.8% | $513-96.8% |