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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,460 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,835 | $72,352+29.7% | $142,516-34.2% | $71,529+31.2% |
| Participation rate | 94.6% | 71.7%+22.9pp | 76.8%+17.8pp | 67.9%+26.6pp |
| Annual return | 18.95% | 21.17%-2.2pp | 20.03%-1.1pp | 28.97%-10.0pp |
| Employer contribution / active EE | $3,625 | $3,800-4.6% | $4,849-25.2% | $2,590+40.0% |
| Participant deferral / active EE | $4,400 | $5,288-16.8% | $6,280-29.9% | $4,291+2.5% |
| Admin fee / account holder | $116 | $1,438-91.9% | $10,008-98.8% | $1,588-92.7% |