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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 | $129,227-35.9% | $184,256-55.1% | $77,762+6.5% |
| Participation rate | 96.4% | 87.4%+9.0pp | 86.8%+9.6pp | 70.6%+25.8pp |
| Annual return | 18.50% | 33.24%-14.7pp | 28.85%-10.3pp | 31.27%-12.8pp |
| Employer contribution / active EE | $5,517 | $4,412+25.0% | $6,427-14.2% | $2,728+102.2% |
| Participant deferral / active EE | $12,318 | $7,307+68.6% | $9,133+34.9% | $4,651+164.8% |
| Admin fee / account holder | $28 | $256-89.1% | $13,899-99.8% | $433-93.5% |