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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 | $900 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,870 | $57,350+114.2% | $83,850+46.5% | $64,181+91.4% |
| Participation rate | 97.8% | 68.6%+29.2pp | 76.1%+21.6pp | 69.6%+28.2pp |
| Annual return | 21.49% | 11.38%+10.1pp | 850.92%-829.4pp | 7.63%+13.9pp |
| Employer contribution / active EE | $7,700 | $2,545+202.5% | $3,631+112.1% | $2,381+223.4% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2 | $4,046-99.9% | $5,478-100.0% | $4,887-100.0% |