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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,425 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,006 | $91,559-55.2% | $133,978-69.4% | $79,856-48.7% |
| Participation rate | 95.1% | 73.3%+21.7pp | 79.8%+15.2pp | 69.6%+25.4pp |
| Annual return | 16.72% | 61.85%-45.1pp | 45.10%-28.4pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,495 | $2,384-37.3% | $3,919-61.9% | $2,471-39.5% |
| Participant deferral / active EE | $5,515 | $3,734+47.7% | $5,047+9.3% | $3,741+47.4% |
| Admin fee / account holder | $37 | $6,321-99.4% | $8,930-99.6% | $5,306-99.3% |