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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,281 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,587 | $66,528-36.0% | $86,615-50.8% | $86,821-50.9% |
| Participation rate | 92.7% | 72.4%+20.4pp | 71.6%+21.1pp | 72.3%+20.4pp |
| Annual return | 18.27% | 19.56%-1.3pp | 63.51%-45.2pp | 97.94%-79.7pp |
| Employer contribution / active EE | $1,513 | $2,007-24.6% | $2,496-39.4% | $2,406-37.1% |
| Participant deferral / active EE | $4,348 | $3,240+34.2% | $3,699+17.5% | $4,132+5.2% |
| Admin fee / account holder | -$9 | $148-106.0% | $5,830-100.2% | $170-105.3% |