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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $832 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,171 | $69,511+48.4% | $94,664+9.0% | $71,511+44.3% |
| Participation rate | 88.3% | 78.4%+9.9pp | 80.8%+7.5pp | 67.9%+20.4pp |
| Annual return | 24.84% | 29.67%-4.8pp | 156.84%-132.0pp | 28.86%-4.0pp |
| Employer contribution / active EE | $4,117 | $2,853+44.3% | $3,673+12.1% | $2,589+59.0% |
| Participant deferral / active EE | $8,754 | $7,348+19.1% | $7,417+18.0% | $4,291+104.0% |
| Admin fee / account holder | $8 | $1,211-99.4% | $7,222-99.9% | $1,588-99.5% |