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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$13,396 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,450 | $150,541-49.2% | $145,433-47.4% | $103,975-26.5% |
| Participation rate | 96.5% | 81.1%+15.4pp | 82.1%+14.4pp | 72.5%+24.0pp |
| Annual return | 20.21% | 20.73%-0.5pp | 66.58%-46.4pp | 19.41%+0.8pp |
| Employer contribution / active EE | $2,185 | $5,177-57.8% | $4,554-52.0% | $3,722-41.3% |
| Participant deferral / active EE | $4,509 | $9,456-52.3% | $7,897-42.9% | $5,343-15.6% |
| Admin fee / account holder | -$8 | $165-104.6% | $13,129-100.1% | $332-102.3% |