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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,244 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,651 | $84,493+29.8% | $125,381-12.5% | $66,938+63.8% |
| Participation rate | 80.2% | 76.4%+3.8pp | 82.4%-2.2pp | 69.8%+10.4pp |
| Annual return | -17.57% | -8.49%-9.1pp | 572.31%-589.9pp | 1.58%-19.1pp |
| Employer contribution / active EE | $4,117 | $3,554+15.9% | $4,815-14.5% | $2,545+61.8% |
| Participant deferral / active EE | $10,343 | $6,783+52.5% | $7,448+38.9% | $4,238+144.0% |
| Admin fee / account holder | $16 | $685-97.7% | $10,007-99.8% | $594-97.3% |