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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,302 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,771 | $65,125+36.3% | $143,797-38.3% | $66,949+32.6% |
| Participation rate | 97.6% | 65.2%+32.4pp | 80.3%+17.3pp | 69.8%+27.8pp |
| Annual return | -16.72% | -11.13%-5.6pp | -0.04%-16.7pp | 1.57%-18.3pp |
| Employer contribution / active EE | $4,125 | $2,362+74.6% | $4,952-16.7% | $2,545+62.1% |
| Participant deferral / active EE | $6,715 | $2,920+129.9% | $5,638+19.1% | $4,239+58.4% |
| Admin fee / account holder | $149 | $503-70.4% | $14,679-99.0% | $594-75.0% |