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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $414 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,371 | $77,962+17.2% | $178,540-48.8% | $80,935+12.9% |
| Participation rate | 90.5% | 65.7%+24.9pp | 77.1%+13.4pp | 67.7%+22.9pp |
| Annual return | 13.26% | 18.10%-4.8pp | 27.15%-13.9pp | 35.66%-22.4pp |
| Employer contribution / active EE | $6,457 | $2,280+183.2% | $3,953+63.4% | $2,757+134.2% |
| Participant deferral / active EE | $5,976 | $4,404+35.7% | $6,281-4.8% | $4,299+39.0% |
| Admin fee / account holder | $16 | $7,156-99.8% | $10,424-99.8% | $6,924-99.8% |