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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,344 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,615 | $121,341-7.2% | $189,520-40.6% | $79,393+41.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 25.21% | 21.08%+4.1pp | 555.25%-530.0pp | 116.87%-91.7pp |
| Employer contribution / active EE | $6,979 | $3,915+78.3% | $6,161+13.3% | $2,428+187.5% |
| Participant deferral / active EE | $10,901 | $6,395+70.5% | $8,220+32.6% | $4,046+169.4% |
| Admin fee / account holder | $5 | $651-99.2% | $12,046-100.0% | $627-99.2% |