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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,747 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,719 | $57,541-11.9% | $95,740-47.0% | $75,173-32.5% |
| Participation rate | 84.6% | 62.5%+22.1pp | 72.3%+12.4pp | 67.2%+17.4pp |
| Annual return | 16.32% | 34.93%-18.6pp | 28.41%-12.1pp | 160.72%-144.4pp |
| Employer contribution / active EE | $1,624 | $1,808-10.2% | $2,836-42.7% | $2,671-39.2% |
| Participant deferral / active EE | $3,090 | $3,074+0.5% | $4,244-27.2% | $4,126-25.1% |
| Admin fee / account holder | $124 | $4,099-97.0% | $5,676-97.8% | $5,651-97.8% |