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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,012 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,976 | $93,131+58.9% | $106,555+38.9% | $86,821+70.4% |
| Participation rate | 93.9% | 81.4%+12.4pp | 76.1%+17.7pp | 72.3%+21.6pp |
| Annual return | 17.64% | 19.45%-1.8pp | 26.80%-9.2pp | 97.94%-80.3pp |
| Employer contribution / active EE | $3,625 | $2,895+25.2% | $2,819+28.6% | $2,406+50.7% |
| Participant deferral / active EE | $8,913 | $4,708+89.3% | $4,399+102.6% | $4,132+115.7% |
| Admin fee / account holder | -$1 | $145-100.7% | $7,408-100.0% | $170-100.6% |