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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,606 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,178 | $130,294-12.4% | $170,043-32.9% | $71,511+59.7% |
| Participation rate | 100.0% | 86.2%+13.8pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 26.35% | 20.36%+6.0pp | 53.40%-27.1pp | 28.86%-2.5pp |
| Employer contribution / active EE | $4,607 | $4,385+5.1% | $6,790-32.1% | $2,589+77.9% |
| Participant deferral / active EE | $12,313 | $6,928+77.7% | $10,410+18.3% | $4,291+187.0% |
| Admin fee / account holder | $5 | $966-99.5% | $12,824-100.0% | $1,588-99.7% |