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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,255 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,744 | $49,451+8.7% | $79,576-32.5% | $66,930-19.7% |
| Participation rate | 72.2% | 61.3%+10.9pp | 69.5%+2.7pp | 69.8%+2.4pp |
| Annual return | -11.10% | 84.25%-95.4pp | 0.15%-11.3pp | 1.57%-12.7pp |
| Employer contribution / active EE | $1,042 | $1,266-17.6% | $2,413-56.8% | $2,545-59.0% |
| Participant deferral / active EE | $3,505 | $3,159+11.0% | $3,985-12.1% | $4,238-17.3% |
| Admin fee / account holder | $39 | $595-93.4% | $6,834-99.4% | $593-93.4% |