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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,894 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,149 | $129,0950% | $184,200-29.9% | $77,671+66.3% |
| Participation rate | 94.3% | 87.3%+6.9pp | 86.8%+7.4pp | 70.6%+23.7pp |
| Annual return | 20.26% | 33.29%-13.0pp | 28.80%-8.5pp | 31.21%-11.0pp |
| Employer contribution / active EE | $2,071 | $4,410-53.0% | $6,424-67.8% | $2,726-24.0% |
| Participant deferral / active EE | $17,090 | $7,300+134.1% | $9,132+87.1% | $4,648+267.7% |
| Admin fee / account holder | $6 | $256-97.6% | $13,907-100.0% | $430-98.6% |