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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,118 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,312 | $101,653-23.9% | $147,080-47.4% | $74,459+3.8% |
| Participation rate | 82.1% | 75.6%+6.6pp | 82.2%0pp | 67.2%+14.9pp |
| Annual return | 17.39% | 8754.98%-8737.6pp | 420.17%-402.8pp | 1369.70%-1352.3pp |
| Employer contribution / active EE | $2,722 | $3,813-28.6% | $4,933-44.8% | $2,626+3.7% |
| Participant deferral / active EE | $11,644 | $7,304+59.4% | $8,066+44.3% | $4,350+167.7% |
| Admin fee / account holder | $59 | $1,752-96.6% | $12,989-99.5% | $1,945-97.0% |