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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $76,031 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,352 | $106,247-32.8% | $147,096-51.5% | $77,714-8.2% |
| Participation rate | 82.7% | 78.4%+4.3pp | 82.2%+0.5pp | 70.6%+12.1pp |
| Annual return | 32.21% | 56.87%-24.7pp | 419.75%-387.5pp | 31.26%+1.0pp |
| Employer contribution / active EE | $5,381 | $4,069+32.2% | $4,936+9.0% | $2,727+97.3% |
| Participant deferral / active EE | $11,202 | $7,996+40.1% | $8,071+38.8% | $4,649+140.9% |
| Admin fee / account holder | $128 | $338-62.0% | $13,005-99.0% | $433-70.4% |