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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,281 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,862 | $104,336-27.3% | $159,487-52.4% | $86,821-12.6% |
| Participation rate | 77.4% | 77.7%-0.3pp | 82.8%-5.5pp | 72.3%+5.1pp |
| Annual return | 16.42% | 26.32%-9.9pp | 263.71%-247.3pp | 97.94%-81.5pp |
| Employer contribution / active EE | $2,891 | $3,451-16.2% | $4,831-40.2% | $2,406+20.2% |
| Participant deferral / active EE | $5,057 | $6,837-26.0% | $7,354-31.2% | $4,132+22.4% |
| Admin fee / account holder | $5 | $172-97.3% | $10,804-100.0% | $170-97.3% |