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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 | $101,653-7.7% | $147,080-36.2% | $74,459+26.0% |
| Participation rate | 95.4% | 75.6%+19.8pp | 82.2%+13.2pp | 67.2%+28.2pp |
| Annual return | 23.89% | 8754.98%-8731.1pp | 420.17%-396.3pp | 1369.70%-1345.8pp |
| Employer contribution / active EE | $7,053 | $3,813+85.0% | $4,933+43.0% | $2,626+168.6% |
| Participant deferral / active EE | $26,366 | $7,304+261.0% | $8,066+226.9% | $4,350+506.2% |
| Admin fee / account holder | $66 | $1,752-96.2% | $12,989-99.5% | $1,945-96.6% |