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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $73,950 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,375 | $30,107-39.0% | $61,501-70.1% | $64,824-71.7% |
| Participation rate | 96.1% | 36.4%+59.7pp | 52.6%+43.5pp | 71.5%+24.6pp |
| Annual return | -17.44% | -13.99%-3.4pp | 339.04%-356.5pp | 32.84%-50.3pp |
| Employer contribution / active EE | $1,899 | $537+253.9% | $1,160+63.8% | $2,507-24.2% |
| Participant deferral / active EE | $2,080 | $1,126+84.7% | $2,125-2.1% | $4,311-51.8% |
| Admin fee / account holder | $111 | $148-25.2% | $2,132-94.8% | $188-41.0% |