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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 | $88,203-28.7% | $165,100-61.9% | $74,478-15.6% |
| Participation rate | 99.1% | 73.1%+26.0pp | 78.6%+20.5pp | 67.2%+31.9pp |
| Annual return | 15.76% | 17.13%-1.4pp | 70.21%-54.5pp | 1370.56%-1354.8pp |
| Employer contribution / active EE | $2,900 | $2,601+11.5% | $4,348-33.3% | $2,626+10.4% |
| Participant deferral / active EE | $5,821 | $4,505+29.2% | $6,035-3.5% | $4,350+33.8% |
| Admin fee / account holder | $25 | $2,235-98.9% | $12,696-99.8% | $1,946-98.7% |