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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,031 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,075 | $79,181+34.0% | $102,423+3.6% | $74,429+42.5% |
| Participation rate | 97.3% | 74.8%+22.5pp | 76.5%+20.8pp | 67.2%+30.1pp |
| Annual return | 12.22% | 54.97%-42.8pp | 29.42%-17.2pp | 1368.38%-1356.2pp |
| Employer contribution / active EE | $3,473 | $2,362+47.1% | $3,023+14.9% | $2,625+32.3% |
| Participant deferral / active EE | $4,224 | $4,416-4.3% | $5,054-16.4% | $4,348-2.8% |
| Admin fee / account holder | $22 | $2,002-98.9% | $9,455-99.8% | $1,944-98.9% |