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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,618 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,021 | $101,499-11.3% | $147,005-38.8% | $74,546+20.8% |
| Participation rate | 92.6% | 75.5%+17.0pp | 82.2%+10.4pp | 67.2%+25.4pp |
| Annual return | 28.72% | 8732.34%-8703.6pp | 418.76%-390.0pp | 1366.03%-1337.3pp |
| Employer contribution / active EE | $8,593 | $3,811+125.5% | $4,934+74.1% | $2,624+227.4% |
| Participant deferral / active EE | $17,659 | $7,304+141.8% | $8,070+118.8% | $4,347+306.2% |
| Admin fee / account holder | $28 | $1,748-98.4% | $13,006-99.8% | $1,944-98.6% |