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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 | $79,169+77.7% | $100,415+40.1% | $74,478+88.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 22.19% | 20.51%+1.7pp | 49.47%-27.3pp | 1370.56%-1348.4pp |
| Employer contribution / active EE | $4,757 | $3,017+57.7% | $3,943+20.7% | $2,626+81.1% |
| Participant deferral / active EE | $8,393 | $7,751+8.3% | $8,091+3.7% | $4,350+92.9% |
| Admin fee / account holder | $113 | $1,337-91.5% | $7,906-98.6% | $1,946-94.2% |