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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 | $58,778-25.4% | $129,295-66.1% | $77,671-43.6% |
| Participation rate | 98.8% | 59.2%+39.6pp | 69.6%+29.2pp | 70.6%+28.3pp |
| Annual return | 13.66% | 24.73%-11.1pp | 9429.28%-9415.6pp | 31.21%-17.6pp |
| Employer contribution / active EE | $2,286 | $1,952+17.1% | $4,157-45.0% | $2,726-16.1% |
| Participant deferral / active EE | $2,084 | $3,212-35.1% | $4,169-50.0% | $4,648-55.2% |
| Admin fee / account holder | $70 | $589-88.1% | $7,665-99.1% | $430-83.7% |