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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,020 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,825 | $60,504+236.9% | $81,882+148.9% | $74,478+173.7% |
| Participation rate | 99.1% | 62.9%+36.2pp | 72.4%+26.7pp | 67.2%+31.9pp |
| Annual return | 13.36% | 16.91%-3.5pp | 779.47%-766.1pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $12,981 | $2,627+394.2% | $2,916+345.2% | $2,626+394.3% |
| Participant deferral / active EE | $16,487 | $3,400+385.0% | $4,323+281.4% | $4,350+279.0% |
| Admin fee / account holder | $76 | $1,492-94.9% | $7,360-99.0% | $1,946-96.1% |