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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,324 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,668 | $56,540-15.7% | $185,849-74.4% | $86,821-45.1% |
| Participation rate | 83.6% | 65.5%+18.0pp | 81.7%+1.9pp | 72.3%+11.3pp |
| Annual return | 16.90% | 118.20%-101.3pp | 122.10%-105.2pp | 97.94%-81.0pp |
| Employer contribution / active EE | $1,383 | $1,844-25.0% | $5,169-73.2% | $2,406-42.5% |
| Participant deferral / active EE | $4,674 | $2,555+82.9% | $5,569-16.1% | $4,132+13.1% |
| Admin fee / account holder | $24 | $150-84.1% | $16,244-99.9% | $170-86.0% |