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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,941 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,392 | $61,356+275.5% | $149,696+53.9% | $71,511+222.2% |
| Participation rate | 92.4% | 62.5%+29.9pp | 78.8%+13.6pp | 67.9%+24.5pp |
| Annual return | 29.62% | 35.86%-6.2pp | 134.46%-104.8pp | 28.86%+0.8pp |
| Employer contribution / active EE | $4,995 | $2,382+109.7% | $4,821+3.6% | $2,589+92.9% |
| Participant deferral / active EE | $6,956 | $2,920+138.2% | $5,682+22.4% | $4,291+62.1% |
| Admin fee / account holder | $73 | $1,263-94.2% | $13,212-99.4% | $1,588-95.4% |