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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,947 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,068 | $61,172+102.8% | $185,851-33.2% | $79,389+56.3% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 15.85% | 19.45%-3.6pp | 122.11%-106.3pp | 116.89%-101.0pp |
| Employer contribution / active EE | $5,232 | $2,321+125.5% | $5,168+1.2% | $2,428+115.5% |
| Participant deferral / active EE | $5,270 | $2,788+89.0% | $5,569-5.4% | $4,046+30.3% |
| Admin fee / account holder | $137 | $710-80.7% | $16,245-99.2% | $626-78.1% |