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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,932 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,778 | $93,589-48.9% | $135,942-64.9% | $75,181-36.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 28.14% | 30.90%-2.8pp | 68.28%-40.1pp | 160.69%-132.5pp |
| Employer contribution / active EE | $5,266 | $3,537+48.9% | $4,858+8.4% | $2,671+97.2% |
| Participant deferral / active EE | $13,482 | $6,405+110.5% | $7,759+73.8% | $4,126+226.8% |
| Admin fee / account holder | $102 | $6,977-98.5% | $10,764-99.1% | $5,650-98.2% |