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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $28,939 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,667 | $78,976+78.1% | $100,383+40.1% | $74,546+88.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 22.19% | 20.62%+1.6pp | 49.26%-27.1pp | 1366.03%-1343.8pp |
| Employer contribution / active EE | $4,757 | $3,019+57.6% | $3,944+20.6% | $2,624+81.3% |
| Participant deferral / active EE | $8,393 | $7,758+8.2% | $8,086+3.8% | $4,347+93.1% |
| Admin fee / account holder | $113 | $1,330-91.5% | $7,900-98.6% | $1,944-94.2% |