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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 | $101,539-11.3% | $147,041-38.8% | $74,400+21.0% |
| Participation rate | 92.6% | 75.5%+17.0pp | 82.2%+10.4pp | 67.2%+25.4pp |
| Annual return | 28.72% | 8740.84%-8712.1pp | 419.21%-390.5pp | 1367.51%-1338.8pp |
| Employer contribution / active EE | $8,593 | $3,811+125.5% | $4,935+74.1% | $2,624+227.4% |
| Participant deferral / active EE | $17,659 | $7,304+141.8% | $8,071+118.8% | $4,348+306.1% |
| Admin fee / account holder | $28 | $1,749-98.4% | $13,006-99.8% | $1,944-98.6% |