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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $448,282 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,942 | $108,759+85.7% | $149,751+34.9% | $93,223+116.6% |
| Participation rate | 97.3% | 70.7%+26.5pp | 82.5%+14.8pp | 74.9%+22.3pp |
| Annual return | 16.22% | 19.53%-3.3pp | 276.71%-260.5pp | 19.29%-3.1pp |
| Employer contribution / active EE | $3,523 | $2,777+26.8% | $4,646-24.2% | $2,680+31.5% |
| Participant deferral / active EE | $11,492 | $6,149+86.9% | $6,843+67.9% | $4,563+151.8% |
| Admin fee / account holder | $24 | $81-69.8% | $9,312-99.7% | $79-69.2% |