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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,731 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,775 | $59,105+190.6% | $160,009+7.4% | $66,938+156.6% |
| Participation rate | 98.1% | 68.1%+30.0pp | 78.0%+20.1pp | 69.8%+28.2pp |
| Annual return | 0.00% | -12.26%+12.3pp | 408.85%-408.8pp | 1.58%-1.6pp |
| Employer contribution / active EE | $886 | $1,983-55.3% | $4,225-79.0% | $2,545-65.2% |
| Participant deferral / active EE | $3,361 | $4,395-23.5% | $6,183-45.6% | $4,238-20.7% |
| Admin fee / account holder | $16 | $591-97.3% | $8,715-99.8% | $594-97.3% |