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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $173 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,066 | $61,356+82.6% | $149,696-25.1% | $71,511+56.7% |
| Participation rate | 95.9% | 62.5%+33.4pp | 78.8%+17.1pp | 67.9%+28.0pp |
| Annual return | 28.06% | 35.86%-7.8pp | 134.46%-106.4pp | 28.86%-0.8pp |
| Employer contribution / active EE | $9,465 | $2,382+297.4% | $4,821+96.3% | $2,589+265.6% |
| Participant deferral / active EE | $17,007 | $2,920+482.5% | $5,682+199.3% | $4,291+296.4% |
| Admin fee / account holder | $29 | $1,263-97.7% | $13,212-99.8% | $1,588-98.2% |