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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 | $60,305+238.0% | $81,780+149.2% | $74,400+174.0% |
| Participation rate | 99.1% | 62.9%+36.3pp | 72.4%+26.8pp | 67.2%+31.9pp |
| Annual return | 13.36% | 16.89%-3.5pp | 776.27%-762.9pp | 1367.51%-1354.1pp |
| Employer contribution / active EE | $12,981 | $2,623+394.9% | $2,914+345.5% | $2,624+394.6% |
| Participant deferral / active EE | $16,487 | $3,390+386.4% | $4,321+281.6% | $4,348+279.2% |
| Admin fee / account holder | $76 | $1,484-94.9% | $7,384-99.0% | $1,944-96.1% |