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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,282 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,574 | $87,125+130.2% | $108,421+85.0% | $86,828+131.0% |
| Participation rate | 79.9% | 80.5%-0.6pp | 80.1%-0.2pp | 72.3%+7.7pp |
| Annual return | 15.41% | 25.21%-9.8pp | 905.61%-890.2pp | 97.95%-82.5pp |
| Employer contribution / active EE | $1,711 | $2,477-30.9% | $3,560-51.9% | $2,406-28.9% |
| Participant deferral / active EE | $6,249 | $6,944-10.0% | $6,564-4.8% | $4,132+51.2% |
| Admin fee / account holder | $11 | $130-91.9% | $7,298-99.9% | $170-93.8% |