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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,578 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,999 | $61,172-13.4% | $185,851-71.5% | $79,389-33.2% |
| Participation rate | 99.2% | 66.6%+32.5pp | 81.7%+17.5pp | 70.7%+28.5pp |
| Annual return | 13.89% | 19.45%-5.6pp | 122.11%-108.2pp | 116.89%-103.0pp |
| Employer contribution / active EE | $1,882 | $2,321-18.9% | $5,168-63.6% | $2,428-22.5% |
| Participant deferral / active EE | $4,864 | $2,788+74.5% | $5,569-12.7% | $4,046+20.2% |
| Admin fee / account holder | -$25 | $710-103.5% | $16,245-100.2% | $626-104.0% |