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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,294 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,021 | $60,261-26.9% | $81,783-46.2% | $74,546-40.9% |
| Participation rate | 97.9% | 62.9%+35.0pp | 72.4%+25.5pp | 67.2%+30.7pp |
| Annual return | 14.85% | 16.88%-2.0pp | 775.05%-760.2pp | 1366.03%-1351.2pp |
| Employer contribution / active EE | $4,068 | $2,622+55.2% | $2,913+39.7% | $2,624+55.0% |
| Participant deferral / active EE | $4,924 | $3,388+45.3% | $4,320+14.0% | $4,347+13.3% |
| Admin fee / account holder | $7 | $1,482-99.5% | $7,380-99.9% | $1,944-99.6% |