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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,874 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,152 | $106,264-58.5% | $147,117-70.0% | $77,762-43.2% |
| Participation rate | 92.2% | 78.4%+13.7pp | 82.2%+10.0pp | 70.6%+21.6pp |
| Annual return | 57.71% | 56.94%+0.8pp | 420.54%-362.8pp | 31.27%+26.4pp |
| Employer contribution / active EE | $2,962 | $4,074-27.3% | $4,932-39.9% | $2,728+8.6% |
| Participant deferral / active EE | $8,109 | $8,003+1.3% | $8,065+0.5% | $4,651+74.4% |
| Admin fee / account holder | $28 | $334-91.5% | $12,993-99.8% | $433-93.5% |