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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 | $129,227-24.5% | $184,256-47.0% | $77,762+25.5% |
| Participation rate | 93.6% | 87.4%+6.2pp | 86.8%+6.8pp | 70.6%+23.0pp |
| Annual return | 41.96% | 33.24%+8.7pp | 28.85%+13.1pp | 31.27%+10.7pp |
| Employer contribution / active EE | $3,298 | $4,412-25.3% | $6,427-48.7% | $2,728+20.9% |
| Participant deferral / active EE | $7,579 | $7,307+3.7% | $9,133-17.0% | $4,651+63.0% |
| Admin fee / account holder | $142 | $256-44.3% | $13,899-99.0% | $433-67.1% |