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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 | $102,429-36.2% | $147,096-55.5% | $80,925-19.2% |
| Participation rate | 98.8% | 75.9%+22.9pp | 82.2%+16.6pp | 67.7%+31.1pp |
| Annual return | 20.44% | 135.02%-114.6pp | 419.75%-399.3pp | 35.65%-15.2pp |
| Employer contribution / active EE | $5,046 | $3,716+35.8% | $4,936+2.2% | $2,756+83.1% |
| Participant deferral / active EE | $14,723 | $6,649+121.4% | $8,071+82.4% | $4,299+242.5% |
| Admin fee / account holder | $148 | $7,957-98.1% | $13,005-98.9% | $6,940-97.9% |