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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 37 · EIN 23-1945930 | Loan Processing | $8,110 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,288 | $90,064-28.6% | $100,392-36.0% | $77,736-17.3% |
| Participation rate | 98.5% | 81.3%+17.2pp | 81.5%+17.0pp | 70.6%+27.9pp |
| Annual return | 16.18% | 20.61%-4.4pp | 49.45%-33.3pp | 31.26%-15.1pp |
| Employer contribution / active EE | $2,972 | $3,043-2.3% | $3,941-24.6% | $2,728+9.0% |
| Participant deferral / active EE | $9,605 | $8,282+16.0% | $8,090+18.7% | $4,651+106.5% |
| Admin fee / account holder | $21 | $172-87.7% | $7,904-99.7% | $433-95.1% |