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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $200 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,292 | $72,620-26.6% | $90,760-41.3% | $66,938-20.4% |
| Participation rate | 95.1% | 73.7%+21.4pp | 75.7%+19.4pp | 69.8%+25.3pp |
| Annual return | 0.00% | -12.28%+12.3pp | -12.16%+12.2pp | 1.58%-1.6pp |
| Employer contribution / active EE | $678 | $2,369-71.4% | $2,922-76.8% | $2,545-73.3% |
| Participant deferral / active EE | $4,522 | $3,979+13.7% | $4,565-0.9% | $4,238+6.7% |
| Admin fee / account holder | $2 | $707-99.8% | $8,444-100.0% | $594-99.7% |