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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,408 | $51,226+187.8% | $82,744+78.1% | $66,938+120.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -17.07% | -9.61%-7.5pp | 702.22%-719.3pp | 1.58%-18.7pp |
| Employer contribution / active EE | $12,118 | $2,612+363.9% | $3,008+302.8% | $2,545+376.1% |
| Participant deferral / active EE | $15,045 | $3,460+334.8% | $4,395+242.3% | $4,238+255.0% |
| Admin fee / account holder | $27 | $416-93.5% | $5,325-99.5% | $594-95.5% |