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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,321 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,383 | $44,984+100.9% | $85,009+6.3% | $74,546+21.2% |
| Participation rate | 74.5% | 49.4%+25.1pp | 67.5%+7.0pp | 67.2%+7.3pp |
| Annual return | 20.08% | 26.25%-6.2pp | 66.47%-46.4pp | 1366.03%-1346.0pp |
| Employer contribution / active EE | $512 | $1,458-64.9% | $2,728-81.2% | $2,624-80.5% |
| Participant deferral / active EE | $11,457 | $2,733+319.2% | $4,522+153.4% | $4,347+163.5% |
| Admin fee / account holder | $158 | $2,208-92.8% | $6,153-97.4% | $1,944-91.9% |