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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 26-4310632 | Other Commissions | $25,734 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,131 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,779 | $91,559+36.3% | $133,978-6.9% | $79,856+56.3% |
| Participation rate | 82.6% | 73.3%+9.3pp | 79.8%+2.8pp | 69.6%+13.0pp |
| Annual return | 16.39% | 61.85%-45.5pp | 45.10%-28.7pp | 31.71%-15.3pp |
| Employer contribution / active EE | $2,865 | $2,384+20.2% | $3,919-26.9% | $2,471+15.9% |
| Participant deferral / active EE | $6,550 | $3,734+75.4% | $5,047+29.8% | $3,741+75.1% |
| Admin fee / account holder | $11 | $6,321-99.8% | $8,930-99.9% | $5,306-99.8% |