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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $54,048 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,795 | $66,444-62.7% | $120,225-79.4% | $79,634-68.9% |
| Participation rate | 94.3% | 42.8%+51.5pp | 69.6%+24.7pp | 62.5%+31.8pp |
| Annual return | 16.72% | 53.37%-36.7pp | 439.23%-422.5pp | 36.46%-19.7pp |
| Employer contribution / active EE | $1,583 | $1,860-14.9% | $3,475-54.4% | $2,529-37.4% |
| Participant deferral / active EE | $2,518 | $2,798-10.0% | $3,999-37.0% | $3,835-34.3% |
| Admin fee / account holder | $54 | $1,295-95.8% | $5,696-99.1% | $1,002-94.6% |