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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,078 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,798 | $86,655-46.0% | $119,622-60.9% | $66,938-30.1% |
| Participation rate | 94.3% | 75.6%+18.7pp | 79.3%+15.0pp | 69.8%+24.4pp |
| Annual return | -16.74% | -8.00%-8.7pp | -14.98%-1.8pp | 1.58%-18.3pp |
| Employer contribution / active EE | $2,515 | $2,536-0.8% | $4,232-40.6% | $2,545-1.2% |
| Participant deferral / active EE | $5,422 | $4,358+24.4% | $5,601-3.2% | $4,238+27.9% |
| Admin fee / account holder | $22 | $755-97.0% | $10,328-99.8% | $594-96.2% |