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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $114,975 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,132 | $112,686-50.2% | $170,043-67.0% | $80,157-30.0% |
| Participation rate | 83.6% | 87.4%-3.8pp | 87.0%-3.4pp | 72.9%+10.7pp |
| Annual return | 27.46% | 67.04%-39.6pp | 53.40%-25.9pp | 40.39%-12.9pp |
| Employer contribution / active EE | $4,625 | $4,481+3.2% | $6,790-31.9% | $2,977+55.3% |
| Participant deferral / active EE | $7,210 | $7,876-8.5% | $10,410-30.7% | $5,015+43.8% |
| Admin fee / account holder | $73 | $99-26.1% | $12,824-99.4% | $145-49.5% |