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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 | $101,499-15.3% | $147,005-41.5% | $74,546+15.4% |
| Participation rate | 91.2% | 75.5%+15.7pp | 82.2%+9.0pp | 67.2%+24.0pp |
| Annual return | 18.79% | 8732.34%-8713.5pp | 418.76%-400.0pp | 1366.03%-1347.2pp |
| Employer contribution / active EE | $7,278 | $3,811+91.0% | $4,934+47.5% | $2,624+177.3% |
| Participant deferral / active EE | $15,558 | $7,304+113.0% | $8,070+92.8% | $4,347+257.9% |
| Admin fee / account holder | $34 | $1,748-98.1% | $13,006-99.7% | $1,944-98.2% |