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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,731 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,484 | $78,423+111.0% | $95,964+72.4% | $79,856+107.2% |
| Participation rate | 96.6% | 73.5%+23.1pp | 77.1%+19.5pp | 69.6%+26.9pp |
| Annual return | 23.52% | 19.37%+4.1pp | 91.64%-68.1pp | 31.71%-8.2pp |
| Employer contribution / active EE | $2,809 | $1,945+44.4% | $2,541+10.5% | $2,471+13.7% |
| Participant deferral / active EE | $5,710 | $3,440+66.0% | $4,167+37.0% | $3,741+52.7% |
| Admin fee / account holder | $56 | $5,622-99.0% | $6,797-99.2% | $5,306-98.9% |