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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 | $45,123+136.9% | $85,240+25.4% | $74,478+43.5% |
| Participation rate | 98.5% | 49.4%+49.1pp | 67.5%+31.0pp | 67.2%+31.3pp |
| Annual return | 16.20% | 26.32%-10.1pp | 66.75%-50.6pp | 1370.56%-1354.4pp |
| Employer contribution / active EE | $2,802 | $1,459+92.1% | $2,735+2.5% | $2,626+6.7% |
| Participant deferral / active EE | $9,540 | $2,736+248.7% | $4,527+110.7% | $4,350+119.3% |
| Admin fee / account holder | $66 | $2,215-97.0% | $6,165-98.9% | $1,946-96.6% |