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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $39,827 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,019 | $106,164-10.5% | $147,041-35.4% | $77,692+22.3% |
| Participation rate | 96.3% | 78.4%+17.9pp | 82.2%+14.1pp | 70.6%+25.7pp |
| Annual return | 19.12% | 56.81%-37.7pp | 419.21%-400.1pp | 31.25%-12.1pp |
| Employer contribution / active EE | $3,804 | $4,066-6.4% | $4,935-22.9% | $2,726+39.5% |
| Participant deferral / active EE | $17,420 | $7,993+117.9% | $8,071+115.8% | $4,648+274.8% |
| Admin fee / account holder | $63 | $338-81.3% | $13,006-99.5% | $431-85.3% |