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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,660 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,268 | $79,209-36.5% | $102,434-50.9% | $74,459-32.5% |
| Participation rate | 80.2% | 74.8%+5.4pp | 76.5%+3.7pp | 67.2%+13.0pp |
| Annual return | 19.39% | 54.98%-35.6pp | 29.46%-10.1pp | 1369.70%-1350.3pp |
| Employer contribution / active EE | $1,344 | $2,362-43.1% | $3,023-55.6% | $2,626-48.8% |
| Participant deferral / active EE | $3,546 | $4,417-19.7% | $5,055-29.8% | $4,350-18.5% |
| Admin fee / account holder | $50 | $2,002-97.5% | $9,462-99.5% | $1,945-97.4% |