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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 | $106,247-58.4% | $147,096-70.0% | $77,714-43.2% |
| Participation rate | 92.2% | 78.4%+13.8pp | 82.2%+10.0pp | 70.6%+21.6pp |
| Annual return | 57.71% | 56.87%+0.8pp | 419.75%-362.0pp | 31.26%+26.5pp |
| Employer contribution / active EE | $2,962 | $4,069-27.2% | $4,936-40.0% | $2,727+8.6% |
| Participant deferral / active EE | $8,109 | $7,996+1.4% | $8,071+0.5% | $4,649+74.4% |
| Admin fee / account holder | $28 | $338-91.6% | $13,005-99.8% | $433-93.5% |