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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,701 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,199 | $100,272-30.0% | $170,043-58.7% | $74,460-5.7% |
| Participation rate | 97.3% | 87.4%+9.9pp | 87.0%+10.3pp | 70.7%+26.5pp |
| Annual return | 39.16% | 66.12%-27.0pp | 53.40%-14.2pp | 34.38%+4.8pp |
| Employer contribution / active EE | $6,668 | $4,266+56.3% | $6,790-1.8% | $2,638+152.7% |
| Participant deferral / active EE | $13,023 | $7,147+82.2% | $10,410+25.1% | $4,530+187.5% |
| Admin fee / account holder | $14 | $235-94.2% | $12,824-99.9% | $348-96.1% |