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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 | $77,472-25.2% | $100,392-42.3% | $80,935-28.4% |
| Participation rate | 97.9% | 76.9%+21.0pp | 81.5%+16.4pp | 67.7%+30.3pp |
| Annual return | 17.00% | 37.26%-20.3pp | 49.45%-32.5pp | 35.66%-18.7pp |
| Employer contribution / active EE | $5,429 | $2,800+93.9% | $3,941+37.7% | $2,757+96.9% |
| Participant deferral / active EE | $12,430 | $6,818+82.3% | $8,090+53.7% | $4,299+189.1% |
| Admin fee / account holder | $131 | $5,885-97.8% | $7,904-98.3% | $6,924-98.1% |