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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,353 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,209 | $55,470+224.9% | $155,556+15.8% | $74,478+142.0% |
| Participation rate | 97.4% | 61.9%+35.5pp | 78.2%+19.2pp | 67.2%+30.2pp |
| Annual return | 13.28% | 269.80%-256.5pp | 64.84%-51.6pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $7,560 | $2,267+233.5% | $4,675+61.7% | $2,626+187.9% |
| Participant deferral / active EE | $5,902 | $2,838+108.0% | $5,631+4.8% | $4,350+35.7% |
| Admin fee / account holder | $182 | $1,744-89.6% | $15,885-98.9% | $1,946-90.7% |