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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $895 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,450 | $136,307-29.2% | $177,848-45.8% | $73,497+31.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 14.46% | 18.68%-4.2pp | 48.33%-33.9pp | 28.51%-14.1pp |
| Employer contribution / active EE | $3,617 | $3,712-2.5% | $5,919-38.9% | $2,270+59.4% |
| Participant deferral / active EE | $10,806 | $5,829+85.4% | $7,714+40.1% | $3,740+188.9% |
| Admin fee / account holder | $4 | $596-99.3% | $12,431-100.0% | $513-99.2% |