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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $104,496 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,413 | $95,918-54.7% | $151,639-71.4% | $77,906-44.3% |
| Participation rate | 82.8% | 88.7%-6.0pp | 87.5%-4.7pp | 73.7%+9.1pp |
| Annual return | -12.47% | -5.50%-7.0pp | 3.34%-15.8pp | 12.16%-24.6pp |
| Employer contribution / active EE | $4,216 | $4,330-2.6% | $6,165-31.6% | $2,846+48.1% |
| Participant deferral / active EE | $6,552 | $7,508-12.7% | $8,363-21.7% | $4,805+36.3% |
| Admin fee / account holder | $77 | $93-17.3% | $11,613-99.3% | $133-41.8% |