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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,743 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,222 | $95,438+83.6% | $135,982+28.9% | $74,473+135.3% |
| Participation rate | 93.5% | 78.2%+15.2pp | 81.9%+11.5pp | 70.7%+22.7pp |
| Annual return | 18.74% | 32.61%-13.9pp | 68.32%-49.6pp | 34.36%-15.6pp |
| Employer contribution / active EE | $3,825 | $3,878-1.4% | $4,859-21.3% | $2,638+45.0% |
| Participant deferral / active EE | $6,234 | $7,790-20.0% | $7,760-19.7% | $4,530+37.6% |
| Admin fee / account holder | $25 | $259-90.2% | $10,767-99.8% | $347-92.7% |