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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,904 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,514 | $104,336-36.3% | $159,487-58.3% | $86,821-23.4% |
| Participation rate | 96.8% | 77.7%+19.1pp | 82.8%+14.0pp | 72.3%+24.5pp |
| Annual return | 27.73% | 26.32%+1.4pp | 263.71%-236.0pp | 97.94%-70.2pp |
| Employer contribution / active EE | $2,776 | $3,451-19.6% | $4,831-42.5% | $2,406+15.4% |
| Participant deferral / active EE | $7,475 | $6,837+9.3% | $7,354+1.7% | $4,132+80.9% |
| Admin fee / account holder | $20 | $172-88.5% | $10,804-99.8% | $170-88.3% |