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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,400 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,092 | $102,661+141.7% | $151,628+63.6% | $66,930+270.7% |
| Participation rate | 92.3% | 85.5%+6.8pp | 87.5%+4.9pp | 69.8%+22.5pp |
| Annual return | -16.42% | -10.81%-5.6pp | 3.34%-19.8pp | 1.57%-18.0pp |
| Employer contribution / active EE | $9,148 | $4,184+118.7% | $6,165+48.4% | $2,545+259.5% |
| Participant deferral / active EE | $19,381 | $6,645+191.7% | $8,363+131.8% | $4,238+357.3% |
| Admin fee / account holder | $4 | $630-99.3% | $11,613-100.0% | $593-99.3% |