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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,380 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,854 | $88,087-28.6% | $164,866-61.9% | $74,546-15.7% |
| Participation rate | 99.1% | 73.1%+26.0pp | 78.6%+20.5pp | 67.2%+31.9pp |
| Annual return | 15.76% | 17.27%-1.5pp | 69.97%-54.2pp | 1366.03%-1350.3pp |
| Employer contribution / active EE | $2,900 | $2,595+11.7% | $4,343-33.2% | $2,624+10.5% |
| Participant deferral / active EE | $5,821 | $4,499+29.4% | $6,033-3.5% | $4,347+33.9% |
| Admin fee / account holder | $25 | $2,232-98.9% | $12,689-99.8% | $1,944-98.7% |