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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 | $106,264-14.6% | $147,117-38.3% | $77,762+16.8% |
| Participation rate | 93.3% | 78.4%+14.9pp | 82.2%+11.1pp | 70.6%+22.7pp |
| Annual return | 20.28% | 56.94%-36.7pp | 420.54%-400.3pp | 31.27%-11.0pp |
| Employer contribution / active EE | $4,732 | $4,074+16.2% | $4,932-4.1% | $2,728+73.5% |
| Participant deferral / active EE | $8,501 | $8,003+6.2% | $8,065+5.4% | $4,651+82.8% |
| Admin fee / account holder | $106 | $334-68.4% | $12,993-99.2% | $433-75.6% |