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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 | $58,859+54.9% | $129,397-29.5% | $77,714+17.3% |
| Participation rate | 98.6% | 59.3%+39.2pp | 69.6%+28.9pp | 70.6%+28.0pp |
| Annual return | 14.48% | 24.74%-10.3pp | 9453.98%-9439.5pp | 31.26%-16.8pp |
| Employer contribution / active EE | $9,531 | $1,952+388.3% | $4,154+129.4% | $2,727+249.5% |
| Participant deferral / active EE | $6,716 | $3,215+108.9% | $4,167+61.2% | $4,649+44.5% |
| Admin fee / account holder | $0 | $591-100.0% | $7,679-100.0% | $433-100.0% |