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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSITION FINANCE Service code 37 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Loan Processing | $800 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,798 | $58,726+63.1% | $92,240+3.9% | $62,293+53.8% |
| Participation rate | 95.0% | 68.3%+26.7pp | 76.5%+18.5pp | 69.5%+25.5pp |
| Annual return | 45.99% | 43.62%+2.4pp | 176.29%-130.3pp | 28.90%+17.1pp |
| Employer contribution / active EE | $6,194 | $2,392+159.0% | $3,680+68.3% | $2,042+203.3% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $63 | $556-88.7% | $5,194-98.8% | $479-86.9% |