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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $675 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,260 | $82,678+99.9% | $125,391+31.8% | $68,490+141.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.08% | -5.97%-11.1pp | 572.41%-589.5pp | -7.85%-9.2pp |
| Employer contribution / active EE | $5,715 | $3,382+69.0% | $4,816+18.7% | $2,597+120.1% |
| Participant deferral / active EE | $8,688 | $6,111+42.2% | $7,448+16.6% | $4,028+115.7% |
| Admin fee / account holder | $5 | $6,277-99.9% | $10,009-100.0% | $5,403-99.9% |