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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 | $101,672-7.7% | $147,117-36.2% | $74,478+26.0% |
| Participation rate | 95.4% | 75.5%+19.8pp | 82.2%+13.2pp | 67.2%+28.2pp |
| Annual return | 23.89% | 8757.83%-8733.9pp | 420.54%-396.6pp | 1370.56%-1346.7pp |
| Employer contribution / active EE | $7,053 | $3,813+85.0% | $4,932+43.0% | $2,626+168.6% |
| Participant deferral / active EE | $26,366 | $7,305+261.0% | $8,065+226.9% | $4,350+506.1% |
| Admin fee / account holder | $66 | $1,753-96.2% | $12,993-99.5% | $1,946-96.6% |