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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,025 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,636 | $104,479+9.7% | $159,474-28.1% | $79,391+44.4% |
| Participation rate | 85.6% | 76.6%+9.0pp | 82.8%+2.8pp | 70.7%+14.9pp |
| Annual return | 17.41% | 67.98%-50.6pp | 263.68%-246.3pp | 116.88%-99.5pp |
| Employer contribution / active EE | $4,337 | $3,417+26.9% | $4,831-10.2% | $2,428+78.6% |
| Participant deferral / active EE | $12,685 | $6,468+96.1% | $7,353+72.5% | $4,046+213.5% |
| Admin fee / account holder | $125 | $711-82.4% | $10,802-98.8% | $627-80.0% |