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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,061 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,998 | $101,591-15.3% | $147,096-41.5% | $74,429+15.5% |
| Participation rate | 91.2% | 75.5%+15.7pp | 82.2%+9.0pp | 67.2%+24.0pp |
| Annual return | 18.79% | 8746.45%-8727.7pp | 419.75%-401.0pp | 1368.38%-1349.6pp |
| Employer contribution / active EE | $7,278 | $3,813+90.9% | $4,936+47.4% | $2,625+177.3% |
| Participant deferral / active EE | $15,558 | $7,302+113.1% | $8,071+92.8% | $4,348+257.8% |
| Admin fee / account holder | $34 | $1,750-98.1% | $13,005-99.7% | $1,944-98.3% |