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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $48,191 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,316 | $91,394+25.1% | $130,026-12.1% | $74,440+53.6% |
| Participation rate | 96.5% | 77.8%+18.7pp | 78.5%+18.0pp | 70.7%+25.8pp |
| Annual return | 21.90% | 23.20%-1.3pp | -137.26%+159.2pp | 34.37%-12.5pp |
| Employer contribution / active EE | $3,365 | $2,565+31.2% | $4,321-22.1% | $2,638+27.5% |
| Participant deferral / active EE | $10,654 | $4,721+125.7% | $5,821+83.0% | $4,529+135.3% |
| Admin fee / account holder | $67 | $284-76.2% | $10,608-99.4% | $348-80.6% |