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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 | $58,911-25.6% | $129,384-66.1% | $77,736-43.6% |
| Participation rate | 98.8% | 59.4%+39.4pp | 69.6%+29.2pp | 70.6%+28.3pp |
| Annual return | 13.66% | 24.75%-11.1pp | 9461.77%-9448.1pp | 31.26%-17.6pp |
| Employer contribution / active EE | $2,286 | $1,955+16.9% | $4,153-44.9% | $2,728-16.2% |
| Participant deferral / active EE | $2,084 | $3,220-35.3% | $4,166-50.0% | $4,651-55.2% |
| Admin fee / account holder | $70 | $592-88.2% | $7,686-99.1% | $433-83.8% |