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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $102,713 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,730 | $104,544-5.6% | $96,564+2.2% | $80,187+23.1% |
| Participation rate | 92.7% | 86.4%+6.4pp | 76.0%+16.7pp | 72.9%+19.8pp |
| Annual return | 20.26% | 21.79%-1.5pp | 25.89%-5.6pp | 40.40%-20.1pp |
| Employer contribution / active EE | $4,597 | $3,527+30.3% | $2,967+54.9% | $2,980+54.3% |
| Participant deferral / active EE | $6,350 | $6,170+2.9% | $4,852+30.9% | $5,016+26.6% |
| Admin fee / account holder | $32 | $107-69.9% | $8,256-99.6% | $145-77.8% |