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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,552 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,864 | $68,412+73.7% | $94,679+25.5% | $75,181+58.1% |
| Participation rate | 93.5% | 76.1%+17.5pp | 80.8%+12.7pp | 67.2%+26.4pp |
| Annual return | 21.11% | 616.91%-595.8pp | 156.75%-135.6pp | 160.69%-139.6pp |
| Employer contribution / active EE | $3,114 | $2,701+15.3% | $3,673-15.2% | $2,671+16.6% |
| Participant deferral / active EE | $15,408 | $6,537+135.7% | $7,417+107.7% | $4,126+273.4% |
| Admin fee / account holder | $13 | $5,326-99.8% | $7,233-99.8% | $5,650-99.8% |