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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$55,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,062 | $57,739+151.2% | $112,273+29.2% | $74,460+94.8% |
| Participation rate | 99.3% | 55.6%+43.7pp | 72.4%+26.8pp | 70.7%+28.5pp |
| Annual return | 19.67% | 19.52%+0.1pp | 30.23%-10.6pp | 34.38%-14.7pp |
| Employer contribution / active EE | $5,966 | $1,675+256.2% | $3,431+73.9% | $2,638+126.2% |
| Participant deferral / active EE | $8,809 | $2,891+204.7% | $4,800+83.5% | $4,530+94.5% |
| Admin fee / account holder | -$53 | $462-111.5% | $7,752-100.7% | $348-115.3% |