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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 | $106,247-14.5% | $147,096-38.3% | $77,714+16.8% |
| Participation rate | 93.3% | 78.4%+14.9pp | 82.2%+11.1pp | 70.6%+22.7pp |
| Annual return | 20.28% | 56.87%-36.6pp | 419.75%-399.5pp | 31.26%-11.0pp |
| Employer contribution / active EE | $4,732 | $4,069+16.3% | $4,936-4.1% | $2,727+73.5% |
| Participant deferral / active EE | $8,501 | $7,996+6.3% | $8,071+5.3% | $4,649+82.9% |
| Admin fee / account holder | $106 | $338-68.8% | $13,005-99.2% | $433-75.6% |