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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 | $78,027+17.1% | $178,528-48.8% | $80,925+12.9% |
| Participation rate | 90.5% | 65.7%+24.9pp | 77.1%+13.4pp | 67.7%+22.9pp |
| Annual return | 13.26% | 18.09%-4.8pp | 27.11%-13.9pp | 35.65%-22.4pp |
| Employer contribution / active EE | $6,457 | $2,281+183.1% | $3,950+63.5% | $2,756+134.3% |
| Participant deferral / active EE | $5,976 | $4,408+35.6% | $6,278-4.8% | $4,299+39.0% |
| Admin fee / account holder | $16 | $7,168-99.8% | $10,419-99.8% | $6,940-99.8% |