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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,137 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,067 | $65,083+32.2% | $143,788-40.1% | $66,930+28.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -13.44% | -11.13%-2.3pp | -0.03%-13.4pp | 1.57%-15.0pp |
| Employer contribution / active EE | $5,692 | $2,361+141.1% | $4,952+15.0% | $2,545+123.7% |
| Participant deferral / active EE | $5,353 | $2,920+83.3% | $5,638-5.1% | $4,238+26.3% |
| Admin fee / account holder | $112 | $502-77.7% | $14,675-99.2% | $593-81.1% |