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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,559 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,846 | $101,499-7.5% | $147,005-36.2% | $74,546+25.9% |
| Participation rate | 95.4% | 75.5%+19.9pp | 82.2%+13.2pp | 67.2%+28.2pp |
| Annual return | 23.89% | 8732.34%-8708.5pp | 418.76%-394.9pp | 1366.03%-1342.1pp |
| Employer contribution / active EE | $7,053 | $3,811+85.1% | $4,934+42.9% | $2,624+168.8% |
| Participant deferral / active EE | $26,366 | $7,304+261.0% | $8,070+226.7% | $4,347+506.5% |
| Admin fee / account holder | $66 | $1,748-96.2% | $13,006-99.5% | $1,944-96.6% |