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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 | $101,653-15.4% | $147,080-41.5% | $74,459+15.5% |
| Participation rate | 91.2% | 75.6%+15.6pp | 82.2%+9.0pp | 67.2%+24.0pp |
| Annual return | 18.79% | 8754.98%-8736.2pp | 420.17%-401.4pp | 1369.70%-1350.9pp |
| Employer contribution / active EE | $7,278 | $3,813+90.8% | $4,933+47.5% | $2,626+177.2% |
| Participant deferral / active EE | $15,558 | $7,304+113.0% | $8,066+92.9% | $4,350+257.7% |
| Admin fee / account holder | $34 | $1,752-98.1% | $12,989-99.7% | $1,945-98.3% |