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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $46,387 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,369 | $101,499-18.8% | $147,005-44.0% | $74,546+10.5% |
| Participation rate | 97.0% | 75.5%+21.5pp | 82.2%+14.8pp | 67.2%+29.8pp |
| Annual return | 19.52% | 8732.34%-8712.8pp | 418.76%-399.2pp | 1366.03%-1346.5pp |
| Employer contribution / active EE | $4,690 | $3,811+23.1% | $4,934-5.0% | $2,624+78.7% |
| Participant deferral / active EE | $18,331 | $7,304+151.0% | $8,070+127.2% | $4,347+321.7% |
| Admin fee / account holder | $149 | $1,748-91.4% | $13,006-98.9% | $1,944-92.3% |