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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,181 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,656 | $84,493-24.7% | $125,381-49.2% | $66,938-4.9% |
| Participation rate | 95.0% | 76.4%+18.6pp | 82.4%+12.7pp | 69.8%+25.2pp |
| Annual return | -16.06% | -8.49%-7.6pp | 572.31%-588.4pp | 1.58%-17.6pp |
| Employer contribution / active EE | $1,679 | $3,554-52.8% | $4,815-65.1% | $2,545-34.0% |
| Participant deferral / active EE | $14,165 | $6,783+108.8% | $7,448+90.2% | $4,238+234.2% |
| Admin fee / account holder | $10 | $685-98.6% | $10,007-99.9% | $594-98.3% |