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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 | $44,984+137.7% | $85,009+25.8% | $74,546+43.4% |
| Participation rate | 98.5% | 49.4%+49.1pp | 67.5%+31.0pp | 67.2%+31.3pp |
| Annual return | 16.20% | 26.25%-10.1pp | 66.47%-50.3pp | 1366.03%-1349.8pp |
| Employer contribution / active EE | $2,802 | $1,458+92.2% | $2,728+2.7% | $2,624+6.8% |
| Participant deferral / active EE | $9,540 | $2,733+249.0% | $4,522+111.0% | $4,347+119.4% |
| Admin fee / account holder | $66 | $2,208-97.0% | $6,153-98.9% | $1,944-96.6% |