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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,372 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,395 | $102,422-36.2% | $147,117-55.5% | $80,959-19.2% |
| Participation rate | 98.8% | 75.9%+22.9pp | 82.2%+16.6pp | 67.7%+31.1pp |
| Annual return | 20.44% | 135.16%-114.7pp | 420.54%-400.1pp | 35.67%-15.2pp |
| Employer contribution / active EE | $5,046 | $3,717+35.7% | $4,932+2.3% | $2,757+83.0% |
| Participant deferral / active EE | $14,723 | $6,652+121.3% | $8,065+82.6% | $4,300+242.4% |
| Admin fee / account holder | $148 | $7,953-98.1% | $12,993-98.9% | $6,925-97.9% |