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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,731 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,646 | $101,752-35.5% | $164,928-60.2% | $80,911-18.9% |
| Participation rate | 96.9% | 71.8%+25.1pp | 78.6%+18.3pp | 67.6%+29.3pp |
| Annual return | 14.13% | 16.73%-2.6pp | 70.08%-56.0pp | 35.63%-21.5pp |
| Employer contribution / active EE | $2,053 | $2,953-30.5% | $4,343-52.7% | $2,756-25.5% |
| Participant deferral / active EE | $7,567 | $4,477+69.0% | $6,034+25.4% | $4,297+76.1% |
| Admin fee / account holder | $34 | $8,218-99.6% | $12,684-99.7% | $6,935-99.5% |