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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,944 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,639 | $106,247-41.0% | $147,096-57.4% | $77,714-19.4% |
| Participation rate | 94.3% | 78.4%+15.9pp | 82.2%+12.1pp | 70.6%+23.7pp |
| Annual return | 22.18% | 56.87%-34.7pp | 419.75%-397.6pp | 31.26%-9.1pp |
| Employer contribution / active EE | $4,568 | $4,069+12.2% | $4,936-7.5% | $2,727+67.5% |
| Participant deferral / active EE | $9,778 | $7,996+22.3% | $8,071+21.1% | $4,649+110.3% |
| Admin fee / account holder | $60 | $338-82.4% | $13,005-99.5% | $433-86.3% |