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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $54,413 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,062 | $101,539+1.5% | $147,041-29.9% | $74,400+38.5% |
| Participation rate | 95.3% | 75.5%+19.7pp | 82.2%+13.1pp | 67.2%+28.1pp |
| Annual return | 18.64% | 8740.84%-8722.2pp | 419.21%-400.6pp | 1367.51%-1348.9pp |
| Employer contribution / active EE | $9,113 | $3,811+139.1% | $4,935+84.7% | $2,624+247.2% |
| Participant deferral / active EE | $19,334 | $7,304+164.7% | $8,071+139.6% | $4,348+344.6% |
| Admin fee / account holder | $226 | $1,749-87.1% | $13,006-98.3% | $1,944-88.4% |