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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $42,654 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,978 | $56,540-8.1% | $185,849-72.0% | $86,821-40.1% |
| Participation rate | 80.1% | 65.5%+14.6pp | 81.7%-1.6pp | 72.3%+7.8pp |
| Annual return | 13.28% | 118.20%-104.9pp | 122.10%-108.8pp | 97.94%-84.7pp |
| Employer contribution / active EE | $1,124 | $1,844-39.1% | $5,169-78.3% | $2,406-53.3% |
| Participant deferral / active EE | $1,969 | $2,555-23.0% | $5,569-64.7% | $4,132-52.4% |
| Admin fee / account holder | $24 | $150-83.7% | $16,244-99.8% | $170-85.6% |