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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $600 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,162 | $105,200+105.5% | $159,474+35.5% | $85,847+151.8% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.8%+16.0pp | 69.3%+29.5pp |
| Annual return | 15.52% | 45.08%-29.6pp | 263.68%-248.2pp | 318.61%-303.1pp |
| Employer contribution / active EE | $5,920 | $3,319+78.4% | $4,831+22.6% | $2,565+130.8% |
| Participant deferral / active EE | $8,753 | $5,946+47.2% | $7,353+19.0% | $3,952+121.5% |
| Admin fee / account holder | $5 | $6,934-99.9% | $10,802-100.0% | $6,261-99.9% |