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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,363 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,649 | $89,123+29.8% | $102,460+12.9% | $77,762+48.7% |
| Participation rate | 94.2% | 80.9%+13.3pp | 76.5%+17.7pp | 70.6%+23.7pp |
| Annual return | 14.76% | 25.05%-10.3pp | 29.47%-14.7pp | 31.27%-16.5pp |
| Employer contribution / active EE | $2,219 | $2,700-17.8% | $3,025-26.7% | $2,728-18.7% |
| Participant deferral / active EE | $7,352 | $5,148+42.8% | $5,056+45.4% | $4,651+58.1% |
| Admin fee / account holder | $14 | $236-94.2% | $9,460-99.9% | $433-96.8% |