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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $4,852 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,754 | $106,110-5.0% | $147,005-31.5% | $77,671+29.7% |
| Participation rate | 96.6% | 78.4%+18.2pp | 82.2%+14.5pp | 70.6%+26.1pp |
| Annual return | 15.82% | 56.77%-41.0pp | 418.76%-402.9pp | 31.21%-15.4pp |
| Employer contribution / active EE | $4,399 | $4,065+8.2% | $4,934-10.9% | $2,726+61.3% |
| Participant deferral / active EE | $4,208 | $7,992-47.3% | $8,070-47.9% | $4,648-9.5% |
| Admin fee / account holder | $9 | $338-97.2% | $13,006-99.9% | $430-97.8% |