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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $149,175 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,936 | $110,699+57.1% | $177,839-2.2% | $90,274+92.7% |
| Participation rate | 95.3% | 88.3%+6.9pp | 87.7%+7.5pp | 73.4%+21.9pp |
| Annual return | 19.59% | 22.79%-3.2pp | 48.33%-28.7pp | 53.97%-34.4pp |
| Employer contribution / active EE | $3,987 | $4,118-3.2% | $5,919-32.6% | $2,523+58.0% |
| Participant deferral / active EE | $21,457 | $6,731+218.8% | $7,714+178.2% | $4,231+407.2% |
| Admin fee / account holder | $80 | $90-10.8% | $12,432-99.4% | $114-29.6% |