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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,169 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,474 | $76,107+131.9% | $96,576+82.7% | $71,495+146.8% |
| Participation rate | 70.6% | 74.4%-3.8pp | 76.0%-5.4pp | 67.9%+2.6pp |
| Annual return | 23.75% | 22.81%+0.9pp | 25.87%-2.1pp | 28.85%-5.1pp |
| Employer contribution / active EE | $1,905 | $2,247-15.2% | $2,965-35.8% | $2,589-26.4% |
| Participant deferral / active EE | $3,967 | $4,218-6.0% | $4,851-18.2% | $4,291-7.6% |
| Admin fee / account holder | $21 | $2,708-99.2% | $8,253-99.7% | $1,588-98.7% |