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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,529 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,779 | $82,879-6.2% | $96,576-19.5% | $67,986+14.4% |
| Participation rate | 97.0% | 75.2%+21.9pp | 81.4%+15.6pp | 57.2%+39.8pp |
| Annual return | 18.22% | 36.90%-18.7pp | 38.47%-20.3pp | 31.67%-13.4pp |
| Employer contribution / active EE | $2,932 | $2,727+7.5% | $3,553-17.5% | $2,019+45.2% |
| Participant deferral / active EE | $9,354 | $6,976+34.1% | $7,956+17.6% | $3,358+178.6% |
| Admin fee / account holder | $126 | $2,783-95.5% | $11,381-98.9% | $3,203-96.1% |