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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $50,852 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,771 | $46,332-3.4% | $143,797-68.9% | $64,824-30.9% |
| Participation rate | 79.3% | 64.2%+15.1pp | 80.3%-1.0pp | 71.5%+7.8pp |
| Annual return | -17.08% | -10.05%-7.0pp | -0.04%-17.0pp | 32.84%-49.9pp |
| Employer contribution / active EE | $1,374 | $1,911-28.1% | $4,952-72.3% | $2,507-45.2% |
| Participant deferral / active EE | $2,447 | $2,647-7.6% | $5,638-56.6% | $4,311-43.2% |
| Admin fee / account holder | $33 | $154-78.5% | $14,679-99.8% | $188-82.4% |