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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,101 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,712 | $46,332-59.6% | $143,799-87.0% | $64,819-71.1% |
| Participation rate | 94.5% | 64.2%+30.2pp | 80.3%+14.1pp | 71.5%+23.0pp |
| Annual return | -10.70% | -10.05%-0.6pp | -0.04%-10.7pp | 32.84%-43.5pp |
| Employer contribution / active EE | $1,901 | $1,911-0.6% | $4,952-61.6% | $2,507-24.2% |
| Participant deferral / active EE | $3,148 | $2,647+18.9% | $5,638-44.2% | $4,311-27.0% |
| Admin fee / account holder | $62 | $154-59.5% | $14,677-99.6% | $188-66.8% |