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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,175 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,731 | $100,272+126.1% | $170,043+33.3% | $74,460+204.5% |
| Participation rate | 97.7% | 87.4%+10.3pp | 87.0%+10.7pp | 70.7%+26.9pp |
| Annual return | 23.18% | 66.12%-42.9pp | 53.40%-30.2pp | 34.38%-11.2pp |
| Employer contribution / active EE | $14,522 | $4,266+240.4% | $6,790+113.9% | $2,638+450.5% |
| Participant deferral / active EE | $16,475 | $7,147+130.5% | $10,410+58.3% | $4,530+263.7% |
| Admin fee / account holder | $5 | $235-97.8% | $12,824-100.0% | $348-98.5% |