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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,861 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,235 | $122,063+37.8% | $184,256-8.7% | $74,478+125.9% |
| Participation rate | 90.2% | 85.5%+4.7pp | 86.8%+3.4pp | 67.2%+23.0pp |
| Annual return | 18.81% | 19.92%-1.1pp | 28.85%-10.0pp | 1370.56%-1351.7pp |
| Employer contribution / active EE | $8,566 | $4,539+88.7% | $6,427+33.3% | $2,626+226.2% |
| Participant deferral / active EE | $16,430 | $7,144+130.0% | $9,133+79.9% | $4,350+277.7% |
| Admin fee / account holder | -$10 | $1,253-100.8% | $13,899-100.1% | $1,946-100.5% |