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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 | $106,264+72.5% | $147,117+24.6% | $77,762+135.7% |
| Participation rate | 96.7% | 78.4%+18.3pp | 82.2%+14.5pp | 70.6%+26.1pp |
| Annual return | 14.95% | 56.94%-42.0pp | 420.54%-405.6pp | 31.27%-16.3pp |
| Employer contribution / active EE | $3,997 | $4,074-1.9% | $4,932-19.0% | $2,728+46.5% |
| Participant deferral / active EE | $6,349 | $8,003-20.7% | $8,065-21.3% | $4,651+36.5% |
| Admin fee / account holder | $32 | $334-90.4% | $12,993-99.8% | $433-92.6% |