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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 | $60,504-27.2% | $81,882-46.2% | $74,478-40.9% |
| Participation rate | 97.9% | 62.9%+35.0pp | 72.4%+25.5pp | 67.2%+30.7pp |
| Annual return | 14.85% | 16.91%-2.1pp | 779.47%-764.6pp | 1370.56%-1355.7pp |
| Employer contribution / active EE | $4,068 | $2,627+54.9% | $2,916+39.5% | $2,626+54.9% |
| Participant deferral / active EE | $4,924 | $3,400+44.8% | $4,323+13.9% | $4,350+13.2% |
| Admin fee / account holder | $7 | $1,492-99.5% | $7,360-99.9% | $1,946-99.6% |