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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $42,258 |
Filed as: INSTITUTIONAL INVESTMENT CONSULTIN Service code 27 · EIN 81-0635433 | Advisory (Plan) | $12,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,806 | $84,499-35.1% | $125,391-56.3% | $66,949-18.1% |
| Participation rate | 96.5% | 76.4%+20.1pp | 82.4%+14.1pp | 69.8%+26.7pp |
| Annual return | -17.31% | -8.49%-8.8pp | 572.41%-589.7pp | 1.57%-18.9pp |
| Employer contribution / active EE | $2,684 | $3,554-24.5% | $4,816-44.3% | $2,545+5.5% |
| Participant deferral / active EE | $10,808 | $6,785+59.3% | $7,448+45.1% | $4,239+155.0% |
| Admin fee / account holder | $198 | $685-71.1% | $10,009-98.0% | $594-66.6% |