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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 | $101,591-10.3% | $147,096-38.1% | $74,429+22.4% |
| Participation rate | 92.8% | 75.5%+17.3pp | 82.2%+10.6pp | 67.2%+25.6pp |
| Annual return | 26.32% | 8746.45%-8720.1pp | 419.75%-393.4pp | 1368.38%-1342.1pp |
| Employer contribution / active EE | $9,314 | $3,813+144.3% | $4,936+88.7% | $2,625+254.8% |
| Participant deferral / active EE | $19,236 | $7,302+163.4% | $8,071+138.3% | $4,348+342.4% |
| Admin fee / account holder | $3 | $1,750-99.8% | $13,005-100.0% | $1,944-99.8% |