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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $52,392 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,594 | $129,095-24.4% | $184,200-47.0% | $77,671+25.7% |
| Participation rate | 93.6% | 87.3%+6.3pp | 86.8%+6.8pp | 70.6%+23.0pp |
| Annual return | 41.96% | 33.29%+8.7pp | 28.80%+13.2pp | 31.21%+10.8pp |
| Employer contribution / active EE | $3,298 | $4,410-25.2% | $6,424-48.7% | $2,726+21.0% |
| Participant deferral / active EE | $7,579 | $7,300+3.8% | $9,132-17.0% | $4,648+63.1% |
| Admin fee / account holder | $142 | $256-44.3% | $13,907-99.0% | $430-66.9% |