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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $54,531 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,819 | $61,172+82.8% | $185,851-39.8% | $79,389+40.8% |
| Participation rate | 98.3% | 66.6%+31.7pp | 81.7%+16.6pp | 70.7%+27.6pp |
| Annual return | 14.08% | 19.45%-5.4pp | 122.11%-108.0pp | 116.89%-102.8pp |
| Employer contribution / active EE | $3,593 | $2,321+54.8% | $5,168-30.5% | $2,428+48.0% |
| Participant deferral / active EE | $6,136 | $2,788+120.1% | $5,569+10.2% | $4,046+51.7% |
| Admin fee / account holder | $245 | $710-65.5% | $16,245-98.5% | $626-61.0% |