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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $50,858 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,190 | $50,902+257.9% | $155,534+17.1% | $77,736+134.4% |
| Participation rate | 75.2% | 63.1%+12.1pp | 78.2%-3.0pp | 70.6%+4.6pp |
| Annual return | 15.80% | 34.85%-19.0pp | 64.92%-49.1pp | 31.26%-15.5pp |
| Employer contribution / active EE | $4,246 | $1,991+113.2% | $4,675-9.2% | $2,728+55.6% |
| Participant deferral / active EE | $6,000 | $2,824+112.5% | $5,630+6.6% | $4,651+29.0% |
| Admin fee / account holder | $86 | $437-80.2% | $15,900-99.5% | $433-80.1% |