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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$37,601 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,910 | $91,424+50.8% | $135,942+1.4% | $71,495+92.9% |
| Participation rate | 90.7% | 75.7%+15.1pp | 81.9%+8.8pp | 67.9%+22.8pp |
| Annual return | 17.88% | 29.90%-12.0pp | 68.28%-50.4pp | 28.85%-11.0pp |
| Employer contribution / active EE | $2,257 | $3,704-39.1% | $4,858-53.5% | $2,589-12.8% |
| Participant deferral / active EE | $7,790 | $7,092+9.8% | $7,759+0.4% | $4,291+81.6% |
| Admin fee / account holder | -$94 | $1,266-107.4% | $10,764-100.9% | $1,588-105.9% |