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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,556 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,095 | $82,188-34.2% | $125,391-56.9% | $64,824-16.6% |
| Participation rate | 97.8% | 77.9%+19.9pp | 82.4%+15.4pp | 71.5%+26.3pp |
| Annual return | -15.57% | 3.50%-19.1pp | 572.41%-588.0pp | 32.84%-48.4pp |
| Employer contribution / active EE | $3,001 | $3,617-17.0% | $4,816-37.7% | $2,507+19.7% |
| Participant deferral / active EE | $8,566 | $7,177+19.4% | $7,448+15.0% | $4,311+98.7% |
| Admin fee / account holder | $26 | $163-84.2% | $10,009-99.7% | $188-86.3% |