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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,826 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,292 | $106,110+72.7% | $147,005+24.7% | $77,671+136.0% |
| Participation rate | 96.7% | 78.4%+18.3pp | 82.2%+14.5pp | 70.6%+26.1pp |
| Annual return | 14.95% | 56.77%-41.8pp | 418.76%-403.8pp | 31.21%-16.3pp |
| Employer contribution / active EE | $3,997 | $4,065-1.7% | $4,934-19.0% | $2,726+46.6% |
| Participant deferral / active EE | $6,349 | $7,992-20.5% | $8,070-21.3% | $4,648+36.6% |
| Admin fee / account holder | $32 | $338-90.5% | $13,006-99.8% | $430-92.6% |