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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $96,965 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,545 | $93,131+18.7% | $106,551+3.7% | $86,813+27.3% |
| Participation rate | 97.4% | 81.4%+15.9pp | 76.1%+21.2pp | 72.3%+25.1pp |
| Annual return | 18.10% | 19.45%-1.3pp | 26.80%-8.7pp | 97.93%-79.8pp |
| Employer contribution / active EE | $8,061 | $2,895+178.4% | $2,819+185.9% | $2,406+235.1% |
| Participant deferral / active EE | $12,069 | $4,708+156.3% | $4,398+174.4% | $4,131+192.1% |
| Admin fee / account holder | $132 | $145-8.7% | $7,408-98.2% | $170-21.9% |