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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $37,765 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,752 | $93,182+79.0% | $146,643+13.7% | $79,391+110.0% |
| Participation rate | 95.9% | 76.4%+19.5pp | 80.1%+15.9pp | 70.7%+25.2pp |
| Annual return | 12.84% | 21.61%-8.8pp | 22.75%-9.9pp | 116.88%-104.0pp |
| Employer contribution / active EE | $6,151 | $2,420+154.2% | $4,137+48.7% | $2,428+153.4% |
| Participant deferral / active EE | $8,911 | $4,169+113.7% | $5,506+61.8% | $4,046+120.3% |
| Admin fee / account holder | $231 | $585-60.5% | $10,280-97.8% | $627-63.1% |