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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $1,403 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,877 | $61,356-74.1% | $149,696-89.4% | $71,511-77.8% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 13.79% | 35.86%-22.1pp | 134.46%-120.7pp | 28.86%-15.1pp |
| Employer contribution / active EE | $2,123 | $2,382-10.9% | $4,821-56.0% | $2,589-18.0% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $7 | $1,263-99.4% | $13,212-99.9% | $1,588-99.5% |