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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,821 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,464 | $91,439-56.8% | $135,974-71.0% | $71,511-44.8% |
| Participation rate | 99.2% | 75.7%+23.6pp | 81.9%+17.3pp | 67.9%+31.3pp |
| Annual return | 24.73% | 29.90%-5.2pp | 68.30%-43.6pp | 28.86%-4.1pp |
| Employer contribution / active EE | $4,654 | $3,705+25.6% | $4,859-4.2% | $2,589+79.8% |
| Participant deferral / active EE | $8,726 | $7,093+23.0% | $7,760+12.5% | $4,291+103.4% |
| Admin fee / account holder | $104 | $1,267-91.8% | $10,767-99.0% | $1,588-93.4% |