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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $98,779 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,765 | $126,111-0.3% | $142,562-11.8% | $80,187+56.8% |
| Participation rate | 97.0% | 87.5%+9.4pp | 76.8%+20.2pp | 72.9%+24.0pp |
| Annual return | 18.03% | 23.39%-5.4pp | 20.13%-2.1pp | 40.40%-22.4pp |
| Employer contribution / active EE | $9,675 | $6,430+50.5% | $4,841+99.8% | $2,980+224.7% |
| Participant deferral / active EE | $8,485 | $7,822+8.5% | $6,280+35.1% | $5,016+69.2% |
| Admin fee / account holder | $81 | $92-12.6% | $10,012-99.2% | $145-44.4% |