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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 | $79,169-3.3% | $100,415-23.7% | $74,478+2.8% |
| Participation rate | 90.7% | 79.4%+11.3pp | 81.5%+9.2pp | 67.2%+23.5pp |
| Annual return | 17.96% | 20.51%-2.6pp | 49.47%-31.5pp | 1370.56%-1352.6pp |
| Employer contribution / active EE | $3,990 | $3,017+32.2% | $3,943+1.2% | $2,626+51.9% |
| Participant deferral / active EE | $9,357 | $7,751+20.7% | $8,091+15.6% | $4,350+115.1% |
| Admin fee / account holder | $36 | $1,337-97.3% | $7,906-99.5% | $1,946-98.1% |