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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,759 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,238 | $50,956-21.0% | $96,570-58.3% | $86,821-53.7% |
| Participation rate | 74.2% | 65.2%+8.9pp | 69.8%+4.3pp | 72.3%+1.9pp |
| Annual return | 16.38% | 21.27%-4.9pp | 37.79%-21.4pp | 97.94%-81.6pp |
| Employer contribution / active EE | $505 | $1,111-54.5% | $2,357-78.6% | $2,406-79.0% |
| Participant deferral / active EE | $1,702 | $2,954-42.4% | $3,849-55.8% | $4,132-58.8% |
| Admin fee / account holder | $11 | $166-93.2% | $6,182-99.8% | $170-93.3% |