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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,805 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,109 | $88,137-34.1% | $164,975-64.8% | $74,429-21.9% |
| Participation rate | 91.9% | 73.1%+18.8pp | 78.6%+13.3pp | 67.2%+24.7pp |
| Annual return | 14.60% | 17.13%-2.5pp | 70.12%-55.5pp | 1368.38%-1353.8pp |
| Employer contribution / active EE | $2,410 | $2,597-7.2% | $4,343-44.5% | $2,625-8.2% |
| Participant deferral / active EE | $5,874 | $4,501+30.5% | $6,033-2.6% | $4,348+35.1% |
| Admin fee / account holder | $96 | $2,231-95.7% | $12,688-99.2% | $1,944-95.1% |