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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 | $101,591-7.6% | $147,096-36.2% | $74,429+26.1% |
| Participation rate | 95.4% | 75.5%+19.8pp | 82.2%+13.2pp | 67.2%+28.2pp |
| Annual return | 23.89% | 8746.45%-8722.6pp | 419.75%-395.9pp | 1368.38%-1344.5pp |
| Employer contribution / active EE | $7,053 | $3,813+85.0% | $4,936+42.9% | $2,625+168.7% |
| Participant deferral / active EE | $26,366 | $7,302+261.1% | $8,071+226.7% | $4,348+506.4% |
| Admin fee / account holder | $66 | $1,750-96.2% | $13,005-99.5% | $1,944-96.6% |