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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 | $106,164-32.8% | $147,041-51.5% | $77,692-8.2% |
| Participation rate | 82.7% | 78.4%+4.3pp | 82.2%+0.5pp | 70.6%+12.1pp |
| Annual return | 32.21% | 56.81%-24.6pp | 419.21%-387.0pp | 31.25%+1.0pp |
| Employer contribution / active EE | $5,381 | $4,066+32.3% | $4,935+9.0% | $2,726+97.4% |
| Participant deferral / active EE | $11,202 | $7,993+40.1% | $8,071+38.8% | $4,648+141.0% |
| Admin fee / account holder | $128 | $338-62.0% | $13,006-99.0% | $431-70.2% |