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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 | $52,450-17.7% | $129,295-66.6% | $74,546-42.1% |
| Participation rate | 94.5% | 53.8%+40.6pp | 69.6%+24.9pp | 67.2%+27.3pp |
| Annual return | 15.50% | 15.65%-0.2pp | 9429.28%-9413.8pp | 1366.03%-1350.5pp |
| Employer contribution / active EE | $3,838 | $1,532+150.5% | $4,157-7.7% | $2,624+46.3% |
| Participant deferral / active EE | $5,344 | $2,797+91.0% | $4,169+28.2% | $4,347+22.9% |
| Admin fee / account holder | $21 | $2,636-99.2% | $7,665-99.7% | $1,944-98.9% |