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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,697 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,912 | $45,119+137.0% | $85,126+25.6% | $74,429+43.6% |
| Participation rate | 98.5% | 49.4%+49.1pp | 67.5%+31.0pp | 67.2%+31.3pp |
| Annual return | 16.20% | 26.28%-10.1pp | 66.63%-50.4pp | 1368.38%-1352.2pp |
| Employer contribution / active EE | $2,802 | $1,460+91.9% | $2,731+2.6% | $2,625+6.8% |
| Participant deferral / active EE | $9,540 | $2,738+248.5% | $4,523+110.9% | $4,348+119.4% |
| Admin fee / account holder | $66 | $2,214-97.0% | $6,160-98.9% | $1,944-96.6% |