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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,146 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,855 | $89,123+114.1% | $102,460+86.3% | $77,762+145.4% |
| Participation rate | 97.2% | 80.9%+16.3pp | 76.5%+20.7pp | 70.6%+26.6pp |
| Annual return | 17.94% | 25.05%-7.1pp | 29.47%-11.5pp | 31.27%-13.3pp |
| Employer contribution / active EE | $2,634 | $2,700-2.5% | $3,025-12.9% | $2,728-3.5% |
| Participant deferral / active EE | $6,295 | $5,148+22.3% | $5,056+24.5% | $4,651+35.4% |
| Admin fee / account holder | $9 | $236-96.1% | $9,460-99.9% | $433-97.8% |