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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,205 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,114 | $101,672-10.4% | $147,117-38.1% | $74,478+22.3% |
| Participation rate | 92.8% | 75.5%+17.3pp | 82.2%+10.6pp | 67.2%+25.6pp |
| Annual return | 26.32% | 8757.83%-8731.5pp | 420.54%-394.2pp | 1370.56%-1344.2pp |
| Employer contribution / active EE | $9,314 | $3,813+144.3% | $4,932+88.8% | $2,626+254.6% |
| Participant deferral / active EE | $19,236 | $7,305+163.3% | $8,065+138.5% | $4,350+342.2% |
| Admin fee / account holder | $3 | $1,753-99.8% | $12,993-100.0% | $1,946-99.8% |