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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $51,225 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,081 | $95,369-10.8% | $135,942-37.4% | $74,440+14.3% |
| Participation rate | 94.1% | 78.2%+15.9pp | 81.9%+12.2pp | 70.7%+23.4pp |
| Annual return | 18.84% | 32.72%-13.9pp | 68.28%-49.4pp | 34.37%-15.5pp |
| Employer contribution / active EE | $2,112 | $3,878-45.5% | $4,858-56.5% | $2,638-19.9% |
| Participant deferral / active EE | $7,003 | $7,788-10.1% | $7,759-9.7% | $4,529+54.6% |
| Admin fee / account holder | $128 | $266-51.8% | $10,764-98.8% | $348-63.1% |