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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,012 | $91,424+5.0% | $135,942-29.4% | $71,495+34.3% |
| Participation rate | 94.2% | 75.7%+18.5pp | 81.9%+12.3pp | 67.9%+26.2pp |
| Annual return | 21.74% | 29.90%-8.2pp | 68.28%-46.5pp | 28.85%-7.1pp |
| Employer contribution / active EE | $1,945 | $3,704-47.5% | $4,858-60.0% | $2,589-24.9% |
| Participant deferral / active EE | $9,069 | $7,092+27.9% | $7,759+16.9% | $4,291+111.4% |
| Admin fee / account holder | $5 | $1,266-99.6% | $10,764-100.0% | $1,588-99.7% |