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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 | $45,126+100.3% | $85,187+6.1% | $74,459+21.4% |
| Participation rate | 74.5% | 49.4%+25.1pp | 67.5%+7.0pp | 67.2%+7.3pp |
| Annual return | 20.08% | 26.30%-6.2pp | 66.67%-46.6pp | 1369.70%-1349.6pp |
| Employer contribution / active EE | $512 | $1,460-64.9% | $2,732-81.3% | $2,626-80.5% |
| Participant deferral / active EE | $11,457 | $2,738+318.4% | $4,525+153.2% | $4,350+163.4% |
| Admin fee / account holder | $158 | $2,212-92.8% | $6,162-97.4% | $1,945-91.9% |