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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,123 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,379 | $101,591+75.6% | $147,096+21.3% | $74,429+139.7% |
| Participation rate | 96.7% | 75.5%+21.2pp | 82.2%+14.5pp | 67.2%+29.5pp |
| Annual return | 21.69% | 8746.45%-8724.8pp | 419.75%-398.1pp | 1368.38%-1346.7pp |
| Employer contribution / active EE | $9,757 | $3,813+155.9% | $4,936+97.7% | $2,625+271.7% |
| Participant deferral / active EE | $24,812 | $7,302+239.8% | $8,071+207.4% | $4,348+470.6% |
| Admin fee / account holder | $23 | $1,750-98.7% | $13,005-99.8% | $1,944-98.8% |