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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,281 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,963 | $77,460-25.2% | $100,378-42.3% | $80,925-28.4% |
| Participation rate | 97.9% | 76.9%+21.0pp | 81.5%+16.4pp | 67.7%+30.3pp |
| Annual return | 17.00% | 37.24%-20.2pp | 49.41%-32.4pp | 35.65%-18.6pp |
| Employer contribution / active EE | $5,429 | $2,801+93.8% | $3,942+37.7% | $2,756+97.0% |
| Participant deferral / active EE | $12,430 | $6,818+82.3% | $8,087+53.7% | $4,299+189.2% |
| Admin fee / account holder | $131 | $5,887-97.8% | $7,899-98.3% | $6,940-98.1% |