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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,625 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $4,500 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,648 | $65,437+63.0% | $86,698+23.0% | $66,949+59.3% |
| Participation rate | 82.1% | 75.5%+6.7pp | 76.6%+5.6pp | 69.8%+12.3pp |
| Annual return | -15.61% | -10.91%-4.7pp | 35.96%-51.6pp | 1.57%-17.2pp |
| Employer contribution / active EE | $2,912 | $2,154+35.2% | $2,837+2.6% | $2,545+14.4% |
| Participant deferral / active EE | $6,892 | $4,102+68.0% | $4,656+48.0% | $4,239+62.6% |
| Admin fee / account holder | $188 | $642-70.7% | $7,492-97.5% | $594-68.3% |