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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,296 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,676 | $82,274+62.5% | $152,473-12.3% | $79,391+68.4% |
| Participation rate | 98.1% | 76.4%+21.7pp | 78.2%+19.9pp | 70.7%+27.4pp |
| Annual return | 16.06% | 7959.84%-7943.8pp | 757.59%-741.5pp | 116.88%-100.8pp |
| Employer contribution / active EE | $3,246 | $3,613-10.1% | $4,326-25.0% | $2,428+33.7% |
| Participant deferral / active EE | $3,970 | $4,969-20.1% | $5,817-31.7% | $4,046-1.9% |
| Admin fee / account holder | $125 | $632-80.2% | $15,811-99.2% | $627-80.0% |