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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 37 · EIN 13-1624203 | Loan Processing | $20,316 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,829 | $58,859-25.5% | $129,397-66.1% | $77,714-43.6% |
| Participation rate | 98.8% | 59.3%+39.5pp | 69.6%+29.2pp | 70.6%+28.3pp |
| Annual return | 13.66% | 24.74%-11.1pp | 9453.98%-9440.3pp | 31.26%-17.6pp |
| Employer contribution / active EE | $2,286 | $1,952+17.1% | $4,154-45.0% | $2,727-16.1% |
| Participant deferral / active EE | $2,084 | $3,215-35.2% | $4,167-50.0% | $4,649-55.2% |
| Admin fee / account holder | $70 | $591-88.1% | $7,679-99.1% | $433-83.8% |