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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 | $106,230-10.6% | $147,080-35.4% | $77,736+22.2% |
| Participation rate | 96.3% | 78.4%+17.9pp | 82.2%+14.1pp | 70.6%+25.7pp |
| Annual return | 19.12% | 56.91%-37.8pp | 420.17%-401.0pp | 31.26%-12.1pp |
| Employer contribution / active EE | $3,804 | $4,072-6.6% | $4,933-22.9% | $2,728+39.5% |
| Participant deferral / active EE | $17,420 | $8,001+117.7% | $8,066+116.0% | $4,651+274.6% |
| Admin fee / account holder | $63 | $338-81.3% | $12,989-99.5% | $433-85.4% |