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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$528 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,513 | $98,766+106.1% | $149,730+35.9% | $79,852+154.9% |
| Participation rate | 98.4% | 75.8%+22.7pp | 82.5%+16.0pp | 69.6%+28.8pp |
| Annual return | 21.01% | 27.43%-6.4pp | 276.70%-255.7pp | 31.72%-10.7pp |
| Employer contribution / active EE | $8,349 | $3,217+159.5% | $4,645+79.7% | $2,471+237.9% |
| Participant deferral / active EE | $15,862 | $5,681+179.2% | $6,843+131.8% | $3,740+324.1% |
| Admin fee / account holder | -$5 | $6,052-100.1% | $9,310-100.0% | $5,306-100.1% |