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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $45,169 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,469 | $56,438+138.3% | $76,902+74.9% | $71,529+88.0% |
| Participation rate | 90.8% | 64.3%+26.5pp | 69.6%+21.2pp | 67.9%+22.9pp |
| Annual return | 19.74% | 19.05%+0.7pp | 37.91%-18.2pp | 28.97%-9.2pp |
| Employer contribution / active EE | $4,943 | $1,864+165.2% | $2,534+95.1% | $2,590+90.8% |
| Participant deferral / active EE | $9,611 | $3,136+206.5% | $3,833+150.7% | $4,291+124.0% |
| Admin fee / account holder | $143 | $1,430-90.0% | $5,479-97.4% | $1,588-91.0% |