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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,041 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,876 | $87,132+15.8% | $105,624-4.5% | $80,959+24.6% |
| Participation rate | 96.3% | 70.4%+25.9pp | 75.3%+21.0pp | 67.7%+28.6pp |
| Annual return | 20.47% | 17.03%+3.4pp | 116.20%-95.7pp | 35.67%-15.2pp |
| Employer contribution / active EE | $1,944 | $2,397-18.9% | $3,168-38.6% | $2,757-29.5% |
| Participant deferral / active EE | $12,936 | $3,985+224.6% | $5,013+158.1% | $4,300+200.8% |
| Admin fee / account holder | $64 | $8,449-99.2% | $10,961-99.4% | $6,925-99.1% |