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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,883 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,825 | $86,692+56.7% | $119,634+13.5% | $66,949+102.9% |
| Participation rate | 99.1% | 75.6%+23.5pp | 79.3%+19.8pp | 69.8%+29.3pp |
| Annual return | -11.79% | -8.00%-3.8pp | -14.98%+3.2pp | 1.57%-13.4pp |
| Employer contribution / active EE | $8,295 | $2,536+227.1% | $4,232+96.0% | $2,545+225.9% |
| Participant deferral / active EE | $7,518 | $4,360+72.4% | $5,601+34.2% | $4,239+77.3% |
| Admin fee / account holder | $83 | $755-89.0% | $10,329-99.2% | $594-86.0% |