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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,447 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,802 | $58,320+43.7% | $86,438-3.0% | $66,938+25.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -17.34% | -9.71%-7.6pp | 4397.19%-4414.5pp | 1.58%-18.9pp |
| Employer contribution / active EE | $4,153 | $2,615+58.8% | $3,769+10.2% | $2,545+63.2% |
| Participant deferral / active EE | $6,734 | $6,899-2.4% | $6,952-3.1% | $4,238+58.9% |
| Admin fee / account holder | $86 | $546-84.2% | $6,733-98.7% | $594-85.5% |