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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,519 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,574 | $78,976-3.0% | $100,383-23.7% | $74,546+2.7% |
| Participation rate | 90.7% | 79.5%+11.3pp | 81.5%+9.2pp | 67.2%+23.5pp |
| Annual return | 17.96% | 20.62%-2.7pp | 49.26%-31.3pp | 1366.03%-1348.1pp |
| Employer contribution / active EE | $3,990 | $3,019+32.2% | $3,944+1.2% | $2,624+52.0% |
| Participant deferral / active EE | $9,357 | $7,758+20.6% | $8,086+15.7% | $4,347+115.2% |
| Admin fee / account holder | $36 | $1,330-97.3% | $7,900-99.5% | $1,944-98.1% |