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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,951 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,167 | $52,507-17.8% | $129,406-66.6% | $74,478-42.0% |
| Participation rate | 94.5% | 53.9%+40.6pp | 69.6%+24.8pp | 67.2%+27.3pp |
| Annual return | 15.50% | 15.64%-0.1pp | 9468.18%-9452.7pp | 1370.56%-1355.1pp |
| Employer contribution / active EE | $3,838 | $1,534+150.2% | $4,155-7.6% | $2,626+46.1% |
| Participant deferral / active EE | $5,344 | $2,801+90.8% | $4,167+28.2% | $4,350+22.8% |
| Admin fee / account holder | $21 | $2,639-99.2% | $7,689-99.7% | $1,946-98.9% |