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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,570 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,955 | $82,674-29.9% | $125,363-53.8% | $68,495-15.4% |
| Participation rate | 98.6% | 75.0%+23.5pp | 82.4%+16.2pp | 67.9%+30.7pp |
| Annual return | -18.88% | -5.97%-12.9pp | 572.15%-591.0pp | -7.84%-11.0pp |
| Employer contribution / active EE | $6,107 | $3,382+80.6% | $4,815+26.8% | $2,596+135.2% |
| Participant deferral / active EE | $17,516 | $6,111+186.6% | $7,447+135.2% | $4,028+334.9% |
| Admin fee / account holder | $118 | $6,276-98.1% | $10,005-98.8% | $5,403-97.8% |