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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 | $106,264-32.9% | $147,117-51.5% | $77,762-8.2% |
| Participation rate | 82.7% | 78.4%+4.3pp | 82.2%+0.5pp | 70.6%+12.1pp |
| Annual return | 32.21% | 56.94%-24.7pp | 420.54%-388.3pp | 31.27%+0.9pp |
| Employer contribution / active EE | $5,381 | $4,074+32.1% | $4,932+9.1% | $2,728+97.2% |
| Participant deferral / active EE | $11,202 | $8,003+40.0% | $8,065+38.9% | $4,651+140.9% |
| Admin fee / account holder | $128 | $334-61.6% | $12,993-99.0% | $433-70.3% |