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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,085 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,501 | $72,620-11.2% | $90,760-28.9% | $66,938-3.6% |
| Participation rate | 97.9% | 73.7%+24.2pp | 75.7%+22.2pp | 69.8%+28.1pp |
| Annual return | -16.71% | -12.28%-4.4pp | -12.16%-4.6pp | 1.58%-18.3pp |
| Employer contribution / active EE | $657 | $2,369-72.3% | $2,922-77.5% | $2,545-74.2% |
| Participant deferral / active EE | $6,574 | $3,979+65.2% | $4,565+44.0% | $4,238+55.1% |
| Admin fee / account holder | $271 | $707-61.7% | $8,444-96.8% | $594-54.3% |