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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% | $100,392+27.4% | $77,736+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 | 49.45%-30.9pp | 31.26%-12.7pp |
| Employer contribution / active EE | $5,670 | $3,043+86.3% | $3,941+43.8% | $2,728+107.9% |
| Participant deferral / active EE | $11,923 | $8,282+44.0% | $8,090+47.4% | $4,651+156.4% |
| Admin fee / account holder | $107 | $172-37.7% | $7,904-98.6% | $433-75.3% |