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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$51,545 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,864 | $78,781+128.3% | $100,540+78.9% | $73,415+145.0% |
| Participation rate | 82.0% | 80.0%+2.0pp | 79.4%+2.6pp | 72.2%+9.9pp |
| Annual return | 15.46% | 31.69%-16.2pp | 30.90%-15.4pp | 59.30%-43.8pp |
| Employer contribution / active EE | $1,656 | $2,420-31.6% | $3,419-51.6% | $2,234-25.9% |
| Participant deferral / active EE | $5,833 | $6,537-10.8% | $6,272-7.0% | $3,806+53.3% |
| Admin fee / account holder | -$50 | $145-134.3% | $8,082-100.6% | $158-131.6% |