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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,239 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,259 | $99,994-60.7% | $146,643-73.2% | $85,847-54.3% |
| Participation rate | 90.4% | 73.1%+17.4pp | 80.1%+10.4pp | 69.3%+21.1pp |
| Annual return | 13.88% | 18.93%-5.1pp | 22.75%-8.9pp | 318.61%-304.7pp |
| Employer contribution / active EE | $1,458 | $2,559-43.0% | $4,137-64.8% | $2,565-43.2% |
| Participant deferral / active EE | $5,760 | $4,006+43.8% | $5,506+4.6% | $3,952+45.7% |
| Admin fee / account holder | $60 | $7,703-99.2% | $10,280-99.4% | $6,261-99.0% |