| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $208,983 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,648 | $138,331+8.9% | $86,717+73.7% | $89,433+68.4% |
| Participation rate | 95.4% | 88.9%+6.5pp | 76.6%+18.8pp | 71.3%+24.1pp |
| Annual return | -4.98% | -11.72%+6.7pp | 35.97%-41.0pp | -11.88%+6.9pp |
| Employer contribution / active EE | $4,017 | $4,812-16.5% | $2,837+41.6% | $3,021+33.0% |
| Participant deferral / active EE | $6,786 | $8,027-15.5% | $4,657+45.7% | $5,125+32.4% |
| Admin fee / account holder | $11 | $64-83.2% | $7,494-99.9% | $79-86.4% |