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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,046 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,249 | $72,639+17.4% | $90,766-6.1% | $66,949+27.3% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -12.46% | -12.28%-0.2pp | -12.16%-0.3pp | 1.57%-14.0pp |
| Employer contribution / active EE | $10,245 | $2,369+332.4% | $2,922+250.6% | $2,545+302.5% |
| Participant deferral / active EE | $10,653 | $3,979+167.7% | $4,565+133.4% | $4,239+151.3% |
| Admin fee / account holder | $40 | $708-94.4% | $8,446-99.5% | $594-93.3% |