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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,552 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,798 | $106,164-14.5% | $147,041-38.2% | $77,692+16.9% |
| Participation rate | 93.3% | 78.4%+14.9pp | 82.2%+11.1pp | 70.6%+22.7pp |
| Annual return | 20.28% | 56.81%-36.5pp | 419.21%-398.9pp | 31.25%-11.0pp |
| Employer contribution / active EE | $4,732 | $4,066+16.4% | $4,935-4.1% | $2,726+73.6% |
| Participant deferral / active EE | $8,501 | $7,993+6.4% | $8,071+5.3% | $4,648+82.9% |
| Admin fee / account holder | $106 | $338-68.8% | $13,006-99.2% | $431-75.5% |