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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $75 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,458 | $98,776+85.7% | $149,745+22.5% | $79,856+129.7% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.5%+16.4pp | 69.6%+29.2pp |
| Annual return | 17.49% | 27.38%-9.9pp | 276.72%-259.2pp | 31.71%-14.2pp |
| Employer contribution / active EE | $7,295 | $3,217+126.8% | $4,646+57.0% | $2,471+195.2% |
| Participant deferral / active EE | $8,455 | $5,681+48.8% | $6,843+23.6% | $3,741+126.0% |
| Admin fee / account holder | $1 | $6,053-100.0% | $9,312-100.0% | $5,306-100.0% |