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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 | $101,672-19.0% | $147,117-44.0% | $74,478+10.6% |
| Participation rate | 97.0% | 75.5%+21.5pp | 82.2%+14.8pp | 67.2%+29.8pp |
| Annual return | 19.52% | 8757.83%-8738.3pp | 420.54%-401.0pp | 1370.56%-1351.0pp |
| Employer contribution / active EE | $4,690 | $3,813+23.0% | $4,932-4.9% | $2,626+78.6% |
| Participant deferral / active EE | $18,331 | $7,305+151.0% | $8,065+127.3% | $4,350+321.4% |
| Admin fee / account holder | $149 | $1,753-91.5% | $12,993-98.8% | $1,946-92.3% |