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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,512 |
Service code 55 · EIN 04-3523567 | Other Commissions | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,745 | $106,236-74.8% | $112,249-76.2% | $64,819-58.7% |
| Participation rate | 98.9% | 71.7%+27.2pp | 75.1%+23.8pp | 71.5%+27.4pp |
| Annual return | -16.12% | -6.02%-10.1pp | 27.48%-43.6pp | 32.84%-49.0pp |
| Employer contribution / active EE | $7,827 | $3,166+147.2% | $3,636+115.2% | $2,507+212.2% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | -$54 | $452-112.0% | $6,412-100.8% | $188-128.7% |