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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,427 | $79,955+1.8% | $98,461-17.3% | $75,173+8.3% |
| Participation rate | 98.0% | 70.4%+27.6pp | 75.2%+22.8pp | 67.2%+30.8pp |
| Annual return | 26.00% | 19.75%+6.3pp | 21.17%+4.8pp | 160.72%-134.7pp |
| Employer contribution / active EE | $1,262 | $2,264-44.3% | $3,049-58.6% | $2,671-52.7% |
| Participant deferral / active EE | $8,414 | $3,752+124.2% | $4,738+77.6% | $4,126+103.9% |
| Admin fee / account holder | $9 | $6,841-99.9% | $8,961-99.9% | $5,651-99.8% |