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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,304 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,717 | $56,540-47.4% | $185,849-84.0% | $86,821-65.8% |
| Participation rate | 79.3% | 65.5%+13.8pp | 81.7%-2.4pp | 72.3%+7.0pp |
| Annual return | 0.00% | 118.20%-118.2pp | 122.10%-122.1pp | 97.94%-97.9pp |
| Employer contribution / active EE | $1,007 | $1,844-45.4% | $5,169-80.5% | $2,406-58.2% |
| Participant deferral / active EE | $3,998 | $2,555+56.5% | $5,569-28.2% | $4,132-3.2% |
| Admin fee / account holder | $43 | $150-71.5% | $16,244-99.7% | $170-74.8% |