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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $14,097 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,499 | $36,002-43.1% | $161,489-87.3% | $64,728-68.3% |
| Participation rate | 99.4% | 57.4%+41.9pp | 78.7%+20.7pp | 57.9%+41.5pp |
| Annual return | 18.29% | 33.93%-15.6pp | 89.72%-71.4pp | 49.38%-31.1pp |
| Employer contribution / active EE | $1,195 | $1,380-13.4% | $4,268-72.0% | $2,243-46.7% |
| Participant deferral / active EE | $1,506 | $1,815-17.0% | $5,630-73.2% | $2,729-44.8% |
| Admin fee / account holder | $11 | $931-98.8% | $16,006-99.9% | $1,145-99.1% |