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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $52,237 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,778 | $79,209+44.9% | $102,434+12.1% | $74,459+54.1% |
| Participation rate | 98.4% | 74.8%+23.6pp | 76.5%+21.9pp | 67.2%+31.2pp |
| Annual return | 11.58% | 54.98%-43.4pp | 29.46%-17.9pp | 1369.70%-1358.1pp |
| Employer contribution / active EE | $3,060 | $2,362+29.5% | $3,023+1.2% | $2,626+16.5% |
| Participant deferral / active EE | $4,821 | $4,417+9.2% | $5,055-4.6% | $4,350+10.8% |
| Admin fee / account holder | $6 | $2,002-99.7% | $9,462-99.9% | $1,945-99.7% |