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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $54,972 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,949 | $90,064+42.1% | $100,378+27.5% | $77,714+64.6% |
| Participation rate | 90.6% | 81.3%+9.3pp | 81.5%+9.1pp | 70.6%+20.0pp |
| Annual return | 18.59% | 20.61%-2.0pp | 49.41%-30.8pp | 31.26%-12.7pp |
| Employer contribution / active EE | $5,670 | $3,043+86.3% | $3,942+43.8% | $2,727+107.9% |
| Participant deferral / active EE | $11,923 | $8,282+44.0% | $8,087+47.4% | $4,649+156.5% |
| Admin fee / account holder | $107 | $172-37.7% | $7,899-98.6% | $433-75.3% |