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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,600 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,667 | $80,985+4.5% | $96,576-12.3% | $75,181+12.6% |
| Participation rate | 90.4% | 71.8%+18.6pp | 76.0%+14.4pp | 67.2%+23.2pp |
| Annual return | 19.17% | 27.05%-7.9pp | 25.87%-6.7pp | 160.69%-141.5pp |
| Employer contribution / active EE | $3,969 | $2,282+73.9% | $2,965+33.9% | $2,671+48.6% |
| Participant deferral / active EE | $5,880 | $3,929+49.7% | $4,851+21.2% | $4,126+42.5% |
| Admin fee / account holder | $64 | $6,719-99.0% | $8,253-99.2% | $5,650-98.9% |