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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,294 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,642 | $79,223-44.9% | $102,460-57.4% | $74,478-41.4% |
| Participation rate | 98.1% | 74.8%+23.4pp | 76.5%+21.6pp | 67.2%+30.9pp |
| Annual return | 28.86% | 54.98%-26.1pp | 29.47%-0.6pp | 1370.56%-1341.7pp |
| Employer contribution / active EE | $4,423 | $2,363+87.2% | $3,025+46.2% | $2,626+68.4% |
| Participant deferral / active EE | $12,291 | $4,417+178.2% | $5,056+143.1% | $4,350+182.5% |
| Admin fee / account holder | $15 | $2,003-99.2% | $9,460-99.8% | $1,946-99.2% |