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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $74,751 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,157 | $26,140-19.1% | $58,507-63.8% | $74,473-71.6% |
| Participation rate | 98.1% | 32.1%+65.9pp | 50.9%+47.2pp | 70.7%+27.3pp |
| Annual return | 18.12% | 32.51%-14.4pp | 4252.32%-4234.2pp | 34.36%-16.2pp |
| Employer contribution / active EE | $2,000 | $537+272.7% | $1,053+89.9% | $2,638-24.2% |
| Participant deferral / active EE | $2,157 | $1,075+100.6% | $1,922+12.2% | $4,530-52.4% |
| Admin fee / account holder | $102 | $652-84.3% | $2,486-95.9% | $347-70.6% |