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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,416 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,180 | $58,911+54.8% | $129,384-29.5% | $77,736+17.3% |
| Participation rate | 98.6% | 59.4%+39.2pp | 69.6%+28.9pp | 70.6%+28.0pp |
| Annual return | 14.48% | 24.75%-10.3pp | 9461.77%-9447.3pp | 31.26%-16.8pp |
| Employer contribution / active EE | $9,531 | $1,955+387.5% | $4,153+129.5% | $2,728+249.4% |
| Participant deferral / active EE | $6,716 | $3,220+108.6% | $4,166+61.2% | $4,651+44.4% |
| Admin fee / account holder | $0 | $592-100.0% | $7,686-100.0% | $433-100.0% |