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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 | $101,591-23.9% | $147,096-47.4% | $74,429+3.9% |
| Participation rate | 82.1% | 75.5%+6.6pp | 82.2%0pp | 67.2%+14.9pp |
| Annual return | 17.39% | 8746.45%-8729.1pp | 419.75%-402.4pp | 1368.38%-1351.0pp |
| Employer contribution / active EE | $2,722 | $3,813-28.6% | $4,936-44.9% | $2,625+3.7% |
| Participant deferral / active EE | $11,644 | $7,302+59.4% | $8,071+44.3% | $4,348+167.8% |
| Admin fee / account holder | $59 | $1,750-96.6% | $13,005-99.5% | $1,944-97.0% |