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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 | $101,653+37.4% | $147,080-5.1% | $74,459+87.5% |
| Participation rate | 96.4% | 75.6%+20.8pp | 82.2%+14.2pp | 67.2%+29.2pp |
| Annual return | 17.04% | 8754.98%-8737.9pp | 420.17%-403.1pp | 1369.70%-1352.7pp |
| Employer contribution / active EE | $8,900 | $3,813+133.4% | $4,933+80.4% | $2,626+238.9% |
| Participant deferral / active EE | $19,618 | $7,304+168.6% | $8,066+143.2% | $4,350+351.0% |
| Admin fee / account holder | $6 | $1,752-99.6% | $12,989-100.0% | $1,945-99.7% |