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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $917 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,482 | $65,434-53.4% | $98,483-69.0% | $85,847-64.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 13.11% | 21.75%-8.6pp | 1494.38%-1481.3pp | 318.61%-305.5pp |
| Employer contribution / active EE | $1,592 | $2,169-26.6% | $2,961-46.2% | $2,565-37.9% |
| Participant deferral / active EE | $1,713 | $3,168-45.9% | $4,276-59.9% | $3,952-56.7% |
| Admin fee / account holder | $19 | $4,595-99.6% | $5,953-99.7% | $6,261-99.7% |