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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,588 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,787 | $129,095-35.9% | $184,200-55.1% | $77,671+6.6% |
| Participation rate | 96.4% | 87.3%+9.0pp | 86.8%+9.5pp | 70.6%+25.8pp |
| Annual return | 18.50% | 33.29%-14.8pp | 28.80%-10.3pp | 31.21%-12.7pp |
| Employer contribution / active EE | $5,517 | $4,410+25.1% | $6,424-14.1% | $2,726+102.3% |
| Participant deferral / active EE | $12,318 | $7,300+68.7% | $9,132+34.9% | $4,648+165.0% |
| Admin fee / account holder | $28 | $256-89.1% | $13,907-99.8% | $430-93.5% |