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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,933 |
Service code 61 · EIN 42-1445429 | Finders' fees / placement fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,876 | $76,112+54.9% | $96,534+22.1% | $71,511+64.8% |
| Participation rate | 76.3% | 74.4%+1.9pp | 76.0%+0.4pp | 67.9%+8.4pp |
| Annual return | 16.61% | 22.81%-6.2pp | 25.88%-9.3pp | 28.86%-12.2pp |
| Employer contribution / active EE | $2,772 | $2,248+23.3% | $2,965-6.5% | $2,589+7.1% |
| Participant deferral / active EE | $6,708 | $4,217+59.1% | $4,851+38.3% | $4,291+56.3% |
| Admin fee / account holder | $17 | $2,708-99.4% | $8,253-99.8% | $1,588-98.9% |