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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $982 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,071 | $65,125-66.1% | $143,797-84.7% | $66,949-67.0% |
| Participation rate | 82.4% | 65.2%+17.2pp | 80.3%+2.0pp | 69.8%+12.5pp |
| Annual return | -15.96% | -11.13%-4.8pp | -0.04%-15.9pp | 1.57%-17.5pp |
| Employer contribution / active EE | $2,006 | $2,362-15.1% | $4,952-59.5% | $2,545-21.2% |
| Participant deferral / active EE | $1,697 | $2,920-41.9% | $5,638-69.9% | $4,239-60.0% |
| Admin fee / account holder | $5 | $503-99.0% | $14,679-100.0% | $594-99.1% |