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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,185 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,604 | $89,054+38.8% | $102,457+20.6% | $77,692+59.1% |
| Participation rate | 96.2% | 80.9%+15.3pp | 76.5%+19.7pp | 70.6%+25.6pp |
| Annual return | 16.51% | 25.02%-8.5pp | 29.41%-12.9pp | 31.25%-14.7pp |
| Employer contribution / active EE | $3,605 | $2,698+33.6% | $3,022+19.3% | $2,726+32.2% |
| Participant deferral / active EE | $6,727 | $5,146+30.7% | $5,054+33.1% | $4,648+44.7% |
| Admin fee / account holder | $48 | $236-79.6% | $9,451-99.5% | $431-88.8% |