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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 | $129,227-0.1% | $184,256-29.9% | $77,762+66.1% |
| Participation rate | 94.3% | 87.4%+6.9pp | 86.8%+7.4pp | 70.6%+23.7pp |
| Annual return | 20.26% | 33.24%-13.0pp | 28.85%-8.6pp | 31.27%-11.0pp |
| Employer contribution / active EE | $2,071 | $4,412-53.1% | $6,427-67.8% | $2,728-24.1% |
| Participant deferral / active EE | $17,090 | $7,307+133.9% | $9,133+87.1% | $4,651+267.5% |
| Admin fee / account holder | $6 | $256-97.6% | $13,899-100.0% | $433-98.6% |