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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,669 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,219 | $81,870-46.0% | $119,634-63.0% | $68,490-35.4% |
| Participation rate | 97.8% | 71.9%+25.9pp | 79.3%+18.5pp | 67.9%+29.9pp |
| Annual return | -15.85% | -23.82%+8.0pp | -14.98%-0.9pp | -7.85%-8.0pp |
| Employer contribution / active EE | $1,793 | $2,692-33.4% | $4,232-57.6% | $2,597-30.9% |
| Participant deferral / active EE | $7,554 | $4,148+82.1% | $5,601+34.9% | $4,028+87.5% |
| Admin fee / account holder | $60 | $6,583-99.1% | $10,329-99.4% | $5,403-98.9% |