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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 | $79,045-3.1% | $100,378-23.7% | $74,429+2.9% |
| Participation rate | 90.7% | 79.4%+11.3pp | 81.5%+9.2pp | 67.2%+23.5pp |
| Annual return | 17.96% | 20.61%-2.7pp | 49.41%-31.5pp | 1368.38%-1350.4pp |
| Employer contribution / active EE | $3,990 | $3,015+32.3% | $3,942+1.2% | $2,625+52.0% |
| Participant deferral / active EE | $9,357 | $7,751+20.7% | $8,087+15.7% | $4,348+115.2% |
| Admin fee / account holder | $36 | $1,335-97.3% | $7,899-99.5% | $1,944-98.1% |