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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,606 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,043 | $91,525-42.0% | $130,026-59.2% | $75,181-29.4% |
| Participation rate | 98.9% | 71.4%+27.5pp | 78.5%+20.4pp | 67.2%+31.7pp |
| Annual return | 16.85% | -631.40%+648.2pp | -137.26%+154.1pp | 160.69%-143.8pp |
| Employer contribution / active EE | $1,224 | $2,844-57.0% | $4,321-71.7% | $2,671-54.2% |
| Participant deferral / active EE | $7,972 | $4,342+83.6% | $5,821+37.0% | $4,126+93.2% |
| Admin fee / account holder | $121 | $6,778-98.2% | $10,608-98.9% | $5,650-97.9% |