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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,182 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,645 | $101,591+37.5% | $147,096-5.1% | $74,429+87.6% |
| Participation rate | 96.4% | 75.5%+20.9pp | 82.2%+14.2pp | 67.2%+29.2pp |
| Annual return | 17.04% | 8746.45%-8729.4pp | 419.75%-402.7pp | 1368.38%-1351.3pp |
| Employer contribution / active EE | $8,900 | $3,813+133.4% | $4,936+80.3% | $2,625+239.1% |
| Participant deferral / active EE | $19,618 | $7,302+168.6% | $8,071+143.1% | $4,348+351.2% |
| Admin fee / account holder | $6 | $1,750-99.6% | $13,005-100.0% | $1,944-99.7% |