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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 | $101,653+75.5% | $147,080+21.3% | $74,459+139.6% |
| Participation rate | 96.7% | 75.6%+21.2pp | 82.2%+14.5pp | 67.2%+29.5pp |
| Annual return | 21.69% | 8754.98%-8733.3pp | 420.17%-398.5pp | 1369.70%-1348.0pp |
| Employer contribution / active EE | $9,757 | $3,813+155.9% | $4,933+97.8% | $2,626+271.6% |
| Participant deferral / active EE | $24,812 | $7,304+239.7% | $8,066+207.6% | $4,350+470.4% |
| Admin fee / account holder | $23 | $1,752-98.7% | $12,989-99.8% | $1,945-98.8% |