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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $76,168 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,811 | $30,555-25.3% | $80,741-71.7% | $86,821-73.7% |
| Participation rate | 97.6% | 37.2%+60.4pp | 54.2%+43.5pp | 72.3%+25.4pp |
| Annual return | 14.13% | 30.35%-16.2pp | 87.30%-73.2pp | 97.94%-83.8pp |
| Employer contribution / active EE | $1,185 | $472+151.0% | $1,160+2.1% | $2,406-50.7% |
| Participant deferral / active EE | $1,971 | $1,050+87.7% | $2,145-8.1% | $4,132-52.3% |
| Admin fee / account holder | $117 | $135-13.6% | $3,380-96.5% | $170-31.0% |