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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $375 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,376 | $91,439+87.4% | $135,974+26.0% | $71,511+139.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 18.42% | 29.90%-11.5pp | 68.30%-49.9pp | 28.86%-10.4pp |
| Employer contribution / active EE | $5,273 | $3,705+42.3% | $4,859+8.5% | $2,589+103.6% |
| Participant deferral / active EE | $8,243 | $7,093+16.2% | $7,760+6.2% | $4,291+92.1% |
| Admin fee / account holder | $3 | $1,267-99.8% | $10,767-100.0% | $1,588-99.8% |