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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $62,563 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,930 | $82,163+63.0% | $125,381+6.8% | $64,819+106.6% |
| Participation rate | 99.5% | 77.9%+21.7pp | 82.4%+17.2pp | 71.5%+28.1pp |
| Annual return | -14.64% | 3.49%-18.1pp | 572.31%-586.9pp | 32.84%-47.5pp |
| Employer contribution / active EE | $14,847 | $3,616+310.6% | $4,815+208.3% | $2,507+492.3% |
| Participant deferral / active EE | $14,312 | $7,175+99.5% | $7,448+92.2% | $4,311+232.0% |
| Admin fee / account holder | $116 | $163-29.1% | $10,007-98.8% | $188-38.4% |